Simon Lu

Simon Lu Email and Phone Number

melbourne, victoria, australia
Simon Lu's Location
Melbourne, Victoria, Australia, Australia
Simon Lu's Contact Details

Simon Lu work email

Simon Lu personal email

n/a
About Simon Lu

I bring a can-do attitude, the determination to learn and strong work ethics to my job. I am an assistant accountant who is seeking career progression in accounting. With experience in a local accounting firm. I believe I can keep adding value to your company.

Simon Lu's Current Company Details
i3Group Payroll Management Services

I3Group Payroll Management Services

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Payroll Consultant
melbourne, victoria, australia
Website:
i3group.com.au
Employees:
4
Simon Lu Work Experience Details
  • I3Group Payroll Management Services
    Payroll Consultant
    I3Group Payroll Management Services Mar 2021 - Present
    Melbourne, Victoria, Australia
  • Future Accounting Solutions
    Accounting Intern
    Future Accounting Solutions Jun 2020 - Mar 2021
    Braybrook, Victoria, Australia
    • Assisted in the preparation of BAS and IAS for companies and sole trader businesses using Quickbook and MYOB• Assisted in applying for Medicare Levy Exemption certificates for temporary resident clients• Assisted in claiming for Departing Australia superannuation payment (DASP)• Conducted the bank reconciliations (monthly/quarterly) for clients• Assisted in choosing the taxation method for clients who have share trading activities using stock method and capital gain… Show more • Assisted in the preparation of BAS and IAS for companies and sole trader businesses using Quickbook and MYOB• Assisted in applying for Medicare Levy Exemption certificates for temporary resident clients• Assisted in claiming for Departing Australia superannuation payment (DASP)• Conducted the bank reconciliations (monthly/quarterly) for clients• Assisted in choosing the taxation method for clients who have share trading activities using stock method and capital gain tax method• Gained sound knowledge of negative gearings related to rental property investment• Assisted in the process of payroll and superannuation contribution Show less
  • Vidaxl
    Warehouse Assistant
    Vidaxl Mar 2020 - Mar 2021
    Melbourne, Victoria, Australia
    • Conducted stock count daily and reported to warehouse manager• People-oriented and team player demonstrated by cooperating well with other team member at the workplace to complete the job in a timely manner• Assisted in monitoring the inventory management system and made contribution to make the system become more efficient
  • Professional Business Taxation. Pty Ltd, Local Cpa Firm, Tax Agent
    Bookkeeper Assistant
    Professional Business Taxation. Pty Ltd, Local Cpa Firm, Tax Agent Jan 2019 - Feb 2020
    Melbourne, Australia
    • Assisted in the preparation of individual income tax returns by using APS• Liaised with clients and ensuring they are aware of their tax and compliance obligations• Assisted with management of ASIC files for our clients which included keeping files up to date, notifying ASIC of changes to company and handling ASIC annual reviews• Time management of clients’ documents to ensure meeting of ATO lodgement schedules• Performed filing and other ad-hoc duties
  • Wormald (Fire Equipment, Systems & Services)
    Graduate Accountant (Work Experience)
    Wormald (Fire Equipment, Systems & Services) Aug 2017 - Dec 2017
    Brisbane, Australia
    Key task: • Assisted the financial controller for the financial preparation;• Assisted the financial controller for the process of revenue recognition and asset verification in compliance with the AASB standard• Checked the invoices against the purchases by using the Pronto ERP system• Sent invoices to customers for goods or services • Assisted the financial controller to prepare the Work in Progress cost reportsAchievement:• Work in a decent manner• Meet… Show more Key task: • Assisted the financial controller for the financial preparation;• Assisted the financial controller for the process of revenue recognition and asset verification in compliance with the AASB standard• Checked the invoices against the purchases by using the Pronto ERP system• Sent invoices to customers for goods or services • Assisted the financial controller to prepare the Work in Progress cost reportsAchievement:• Work in a decent manner• Meet deadline• Saved money for the company Show less
  • Jia Neng Education
    Teaching Assistant (Part Time)
    Jia Neng Education Feb 2015 - Jun 2015
    Guangzhou, Guangdong, China
    Key task: • Taught students in a creative way to increase their interest in learning English• Communicated with students’ parents for helping them to have a deeper understanding of students’ study situation
  • China Loong Supply Chain Inc
    Administration Officer (Paid Work Experience)
    China Loong Supply Chain Inc Jun 2014 - Dec 2014
    Guangzhou, Guangdong, China
    Key task: • Liaised with clients for promoting company’s products• Accomplished day to day ad hoc tasks• Data entry for updating inventory information• Answered queries from the international clients for product’s information• Organized a filing system for important and confidential company documents• Scheduled appointments for clientsAchievement• Achieved customer satisfaction by answering their queries on time• Achieved great… Show more Key task: • Liaised with clients for promoting company’s products• Accomplished day to day ad hoc tasks• Data entry for updating inventory information• Answered queries from the international clients for product’s information• Organized a filing system for important and confidential company documents• Scheduled appointments for clientsAchievement• Achieved customer satisfaction by answering their queries on time• Achieved great accomplishment from employer that I always complete tasks on time Show less

Simon Lu Skills

Leadership Auditing Myob Accountright Income Tax Accounting Small Business Financial Management Corporate Finance Microsoft Powerpoint Data Analysis Managerial Finance Spreadsheets Self Managed Superannuation Funds Communication English Finance Team Leadership Invoice Processing Bank Reconciliation Tax Advisory Account Reconciliation Financial Accounting Myob Essentials Oral Communication Microsoft Office Microsoft Word Microsoft Excel Time Management Intercompany Transactions Customer Service Bookkeeping Financial Analysis Decision Making External Audit Interpersonal Skills Teamwork Management Financial Reporting Research General Ledger Tax Returns Accounts Payable Written Communication Mandarin Accounts Receivable Payroll Business Travel Reckon

Simon Lu Education Details

Frequently Asked Questions about Simon Lu

What company does Simon Lu work for?

Simon Lu works for I3group Payroll Management Services

What is Simon Lu's role at the current company?

Simon Lu's current role is Payroll Consultant.

What is Simon Lu's email address?

Simon Lu's email address is si****@****.com.au

What schools did Simon Lu attend?

Simon Lu attended Queensland University Of Technology, Sydney Institute Of Interpreting And Translating, H&r Block Tax Accountants, Chartered Accountants Australia And New Zealand.

What skills is Simon Lu known for?

Simon Lu has skills like Leadership, Auditing, Myob Accountright, Income Tax, Accounting, Small Business Financial Management, Corporate Finance, Microsoft Powerpoint, Data Analysis, Managerial Finance, Spreadsheets, Self Managed Superannuation Funds.

Who are Simon Lu's colleagues?

Simon Lu's colleagues are Rabia Ramzan, Frances Caponnetto, John Barresi, Daniel Byers, Maha Babawe.

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