Experience

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  VISIS Private Wealth

  • Brisbane, Queensland, Australia

  • Taxation Accountant (Manager)

    • Feb 2011 - Sep 2023
    • Brisbane, Queensland, Australia

    My role as an accountant providing business service and taxation advice allows me to undertake many and varied activities. I enjoy my work as it is a constantly changing environment with regard to taxation legislation as well as client enterprises and situations.A few of the tasks I perform involveo Management of the accounting and taxation services provided to client base,o Establishment, running and winding up of companies, trusts and super funds including appropriate notification to Australian Taxation Office and Australian Securities and Investment Commission.o Administration of accumulation and account based pension super funds, for example; member account balance categories, PAYG Withholding stationery, transition-to-retirement pensions and lump sum payments. (previously calculation of minimum and maximum pension withdrawal and calculation of tax free deductible amount).o Compile, data enter and assemble client financial accounts and tax returns, including appropriate asset reconciliation, with regard to the following entities: sole trader, partnership, trust, company and superannuation funds,o Undertake research and calculations with regard to Fringe Benefits Tax, fuel tax credits, division 7A provisions, goods and services tax, living away from home allowances, reasonable travel allowance, superannuation guarantee advice and calculations, termination payments to employees, transition to retirement pensions and all associated government paperwork and compliance documentation,Working with our team at VISIS is a delightful and stimulating experience.

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  RWG Accounting Services Pty Ltd

  • Brisbane CBD

  • Director of Taxation

    • Sep 2001 - Feb 2011
    • Brisbane CBD

    At RWG we provided a full accounting practice service to the sister financial planning company. It involved financial accounts preparation, including bookkeeping, through to income tax returns for all entities. We interacted with applicable government bodies to ensure lodgement and payment deadlines were always meet.This firm was purchased by VISIS.