Simon Lu Email & Phone Number

Melbourne, Victoria, Australia

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

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

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

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

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

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

Master’S Degree, Accounting

Activities and Societies: QUT Career Mentor scheme programme QUT International Student Volunteering Initiative (ISVI) QUT Real World.

Advanced Diploma Of Translating, Translate Special-Purpose Texts English And Chinese (Both Directions), Successful Accomplishment

Activities and Societies: Academic & Formal Translation • Obtain skills and knowledge required to translate special-purpose texts from one.

Income Tax Preparation Course

Income Tax Preparation Course Certificate from H&R Block

Ca Anz Program, Accounting

On my pathway to becoming a CA ANZ.