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William Buck (NSW) Pty Ltd

·       Supervisor responsible for 4 accountant s and approx. 200 SMSFs with an average balance of $1.0-1.5 million (gross fees  total in excess of $800 000 per annum)

·       Manage the reviews of SMSF reporting

·       Advise clients on all SMSF issues, including start-up, pension restructuring, borrowings and contributions

·       Prepare SoA and limited SoA regarding contributions and pensions

·       Calculation of minimum annual pension requirements

·       Prepare actuarial requests and maintain communicated with actuaries

·       Preparation of the minutes to start, restructure or commute any type of pensions

·       Manage client relationships, prepare the bills for the clients

Staff training and development.   

        Major Achievements

·         Initiated the SMSF teams workflow, staff structure and organization of duties and responsibilities

·         Implemented SMSF processing centralization

·         Maintained on time lodgment of SMSF Income Tax Returns between 2008-2010.

·         Reduced the amount of audit queries by over 80%

1.       Outstanding audit queries auditors to 0-20 days (from 40-60 days).

·         Anecdotal auditors and partners satisfaction Increase.

·         Developed organized  team work flow

1.       Based on 80/20 principles

·         Work quality - Minimal manager’s review points.

·         Provided creative input in developing the work papers template.

·         Trained and developed the other accountants.

·         Took initiative in Trustee details update – ATO

1.       Reduce ATO distractions.

William Buck (NSW) Pty Ltd

·      Year end processing, reconciliation and account adjustments

·      Corporate actions, accruals and tax reconciliation.

·      Accounting for pensions and lump sums withdrawals

·      Contributions: monitor and advise on clients on their caps

·      Comprehensive preparation of year-end financial accounts and Income Tax Returns for SMSFs

·      BAS, IAS and PAYG summary preparations

·      Liaison with all external auditors

·      Calculation of minimum annual pension requirements

·      Prepare actuarial requests and maintain communicated with actuaries

·      Preparation of the minutes to start, restructure or commute any type of pensions

·       Played active team role in finalizing approx 900 DIY superannuation funds

·      Completed over 70 DIY funds within 3 months

·      Generated year-end financial accounts and Income Tax Returns for DIY (do-it-yourself) superannuation funds and SMSFs.

·      Prepared APRA returns

·      Adjustments to the year-end accounts, bank reconciliation and accruals

·      Sweeps and accruals of managed funds distributions for DIY and SMSFs

·      Compliance with statutory requirements and audit procedures.