Experience

AP Family Office

• Australia
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2014 - Present

  - Monitoring regular AFSL and ACL compliance framework; - Cooperating with Responsible Manager (RM) and external legal practitioners to handle license variation and liaising with ASIC; - Preparation of retail/wholesale fund legal documents; - Supervise and monitor general ledger & balance sheet reconciliation; - Financial statements on monthly and yearly basis; - Tax Compliance including Tax Return, Activity Statements preparation and lodgement; - Monitoring regular AFSL and ACL compliance framework; - Cooperating with Responsible Manager (RM) and external legal practitioners to handle license variation and liaising with ASIC; - Preparation of retail/wholesale fund legal documents; - Supervise and monitor general ledger & balance sheet reconciliation; - Financial statements on monthly and yearly basis; - Tax Compliance including Tax Return, Activity Statements preparation and lodgement;



AP Accountant & Consultant Pty Ltd

• Tax Accountant

  • Aug 2010 - Present

  - Tax Return lodgement and Financial Statements preparation for individuals, sole traders, partnership, trust and self managed superannuation fund (SMSF); - BAS, FBT and IAS compliance including registration, preparation and lodgement; - Company secretarial work including lodging forms to ASIC on behalf of clients; - Fixed assets and depreciation schedule maintenance and update; - Client billing management based on WIP (Work in Progress); - Tax planning advice. - Tax Return lodgement and Financial Statements preparation for individuals, sole traders, partnership, trust and self managed superannuation fund (SMSF); - BAS, FBT and IAS compliance including registration, preparation and lodgement; - Company secretarial work including lodging forms to ASIC on behalf of clients; - Fixed assets and depreciation schedule maintenance and update; - Client billing management based on WIP (Work in Progress); - Tax planning advice.