Experience

Propeller Advisory
• Australia
• Accounting
• 1 - 100 Employee
• Senior Client Manager

  • Oct 2020 - Present


Stephens Plattfuss & Co

• Australia
• Accounting
• 1 - 100 Employee

• Senior Manager

  • Mar 2007 - Oct 2020

  Accounting Division • Review of work completed by senior, junior and graduate accountants; • Management of employee workflow and allocation of client accounts and work; • Training and guidance for junior and graduate accountants; • Preparation of Financial Reports and Income Tax Returns for individuals, partnerships, trusts, companies and SMSF; • Audit of SMSF Financial Reports; • Preparation and Analysis of Quarterly Management Reports; • Preparation of Activity Statements; • Planning and Advice pertaining to income tax, entity structuring, GST, CGT, FBT, SRO payroll tax, land tax and stamp duty; • MYOB Advice and Training; • SPC Group's CA Mentor for all junior and graduate accountants currently completing their CA practical experience program. Administration and Practice Management • Management and oversight of administration division including invoicing, banking, accounts receivable/debt collection and mail; • Implementation and review of employee budgets, WIP and timesheets. • Responsible for recruitment of all new staff; • Responsible for employee payroll including super and payroll tax compliance. Corporate Solutions • ASIC compliance and maintenance of corporate registers; • Planning and Advice pertaining to entity structuring and set up; • Establishment of companies, trusts and SMSF; • Establishment of LRBA (Limited Recourse Borrowing Arrangements) within SMSF.