Summary
Overview
Work History
Education
Skills
Timeline
Generic

COURTNEY SUTTON

Summary

Extremely ambitious and self-driven to achieve the best results for my clients and team. Excellent managerial skills with over 6 years’ experience in mentoring and managing other team members, and over 10 years’ experience in the Accounting and SMSF Industry. I have strong technical knowledge within the accounting and SMSF industry and extensive research and problem-solving skills. I strive to complete the best work possible with strong attention to detail, and I pride myself on having excellent time management and organisation skills to ensure my team runs as efficient as possible. I believe I have excellent communication skills, have a strong ability to work autonomously and am extremely self-driven to achieve the best results for our clients and team. Personal Attributes Punctual, loyal and highly dependable and committed employee. Problem solver and ability to succeed under pressure Well-developed managerial skills and strong ability to mentor and train other team members Critical thinker and strong ability to multi-task along with managing and balancing competing deliverables Fast learner and very adaptable with a strong motivation to succeed Strive to drive innovation and constant improvement within the workplace Extremely self-motivated with excellent organisational/time management skills and am highly efficient Ability to research, collate and analyse complex data and information

Overview

10
10
years of professional experience

Work History

SMSF Accountant Manager

Aspire Retire Financial Services
10.2019 - Current
  • Managing the team’s portfolio of over 250 clients which includes the preparation, review and lodgement of Financial Statements and Tax Returns, whilst ensuring all strategies are implemented correctly
  • Management of the Accounting division’s workflow to maximise efficiency and ensure all tasks are completed in a timely manner
  • Analyse complex data, conduct compliance reviews of our clients’ portfolios and use of research and problem-solving skills to ensure potential issues are identified and eliminated
  • Research and understand legislation to identify potential strategies and opportunities for our clients
  • Provide SMSF technical knowledge and support to clients, advisor’s and team members whilst working closely with Advisor’s on SMSF Strategies to maximise the client’s situation and ensure all strategies and events are implemented within the SIS regulations
  • Build interpersonal relationships through liaising with external parties and clients to ensure compliance of our client’s entities is maintained
  • Promote creatives ideas and innovation to encourage change and development with the workplace
  • Management of the Accounting division’s workflow to maximise efficiency and ensure all tasks are completed in a timely manner.

Assistant Manager

02.2017 - 10.2019
  • Managing my own portfolio of over 150 SMSF clients which involves the Preparation and lodgement of Annual Financial Statements and Tax Returns, Quarterly Reports and Business Activity Statements
  • Preparation and lodgement of Annual Financial Statements and Tax Returns, along with completing Monthly Reconciliations, Quarterly Reports and Business Activity Statements
  • Compliance reviews for over 250 Self-Managed Superannuation Funds prepared by myself and other members within my team to identify and mitigate risks in line with the SIS legislation
  • Management of the overall performance of the team to ensure the team operates seamlessly, deadlines are met, and the best outcome is reached for all clients.

Accountant

Ulton Chartered Accountants
05.2013 - 02.2017

Education

Super Concepts & ICFS Specialist SMSF Online Course (RG146 SMSF specialist knowledge requirements) -

The University of Adelaide

Super Concepts - undefined

Chartered Accountant (CA - undefined

Chartered Accountants of Australia and New Zealand

Graduate Diploma of Chartered Accounting - undefined

CQUniversity

Bachelor of Accounting - undefined

Institute of Chartered Accountants of Australia and New Zealand

Skills

  • BGL360
  • SuperMate
  • Praemium
  • MYOB AE
  • XPlan
  • Adviser Logic
  • Banklink
  • Microsoft Excel and Wor

Timeline

SMSF Accountant Manager

Aspire Retire Financial Services
10.2019 - Current

Assistant Manager

02.2017 - 10.2019

Accountant

Ulton Chartered Accountants
05.2013 - 02.2017

Super Concepts & ICFS Specialist SMSF Online Course (RG146 SMSF specialist knowledge requirements) -

The University of Adelaide

Super Concepts - undefined

Chartered Accountant (CA - undefined

Chartered Accountants of Australia and New Zealand

Graduate Diploma of Chartered Accounting - undefined

CQUniversity

Bachelor of Accounting - undefined

Institute of Chartered Accountants of Australia and New Zealand
COURTNEY SUTTON