Dee Uwage Don

Super Concepts an award-winning leader and innovator in SMSF services sector backed with over 30 years' experience in this area. Provide a quality and timely fund administration service to enable a positive Adviser and Client experience while managing the preparation of client Financial Statements and Tax Returns.

• Technical accounting and quality reviewing of work performed by Fund accountants.
• Direct communication with Auditor for audit compliance matters and with ATO.
• Participate as a supervising Tax Agent for SC.
• Provide regular support for other teams via the dedicated buddy program to resolve technical queries.
• Review and provide guidance to processing team, related to death benefits processing, superstream rollovers, pensions establishments, TBAR, divorce settlements etc.
• Provide training/mentoring to new team members when required.
• Guide offshore team fund accountants for SMSF's administration and fund processing in software regularly.
• Provide continues feedbacks for quality and process improvements directly and via company internal feedback loop.
• Attend all communication in relation to internal and external stakeholders and control the delivery of services in accordance with agreed and quality standards.
• Respond to critical client issues and direct dealing within service standards.
• Attend meetings and training as required.

• Reconciled funds financials and non-financials activities in-line with service and quality slandered reconciliation frequency | (Daily/ Monthly/ Quarterly/ annually/ windup) worked on approximately 200 SMSF per year.
• Applied relevant regulations and gather appropriate evidence to support all fund investments including listed and unlisted Investments/Properties/Limited recourses Borrowings, Crypto Currencies, Collectibles and so on.
• Applied required testing for Sole purpose test, In- house assets rules, related parties, pension minimum 1/12 rule, etc
• Prepared and finalised financials reports and finalised annual taxation.
• Identified compliance breaches and took necessary approaches to resolve those including communicating Auditors Contravention reports.
• Dealt with Auditor for audit compliance matters and with ATO.
• Assist with client's issues to obtain ATO determinations in various situations.
• processed client requests related to death benefits processing, rollovers in/out, pension establishments, communication, Contributions,TBAR, divorce settlements etc.

DNB and AFS are medium sized multi-disciplinary practices that provides accounting and taxation services to a wide variety clients in Australia .

• Preparation of books of accounts for SMSF, Companies, Partnership, Trusts and Sole traders,
• Bank accounts and investments portfolio reconciliations.
• Preparing financial statements and tax returns for various entities including Trusts, Companies, Partnerships, Self Managed Super Funds and Individuals
• Preparing Business Activity Statements, Instalment Activity Statements, FBT Returns, ATO payment arrangements
• Preparing tax position spread sheets to summarise total taxable income available for trust distributions and ensure an effective distribution of income amongst beneficiaries
• Reviewing financial statements, tax returns and BAS
• Registering for GST, ABN, TFN, ATO payment plans
• Liaising with ASIC and Australian Taxation Office (ATO) in relation to financial statements, tax returns and financial affairs .
• General Administration duties

H&R Block is an American tax preparation company in North America, Australia, and India. I work as a Tax consultant/office manager providing taxation services to clients.

• Playing the role of office manager
• Carrying out daily office functions including preparation of the weekly roster.
• Conducting in person Interviews and preparation of accurate financial statements , tax returns for Individuals ,sole traders etc.
• Advising clients on various tax issues.
• Reviewing financial statements, tax returns and BAS.
• Supervising junior staff members and conducting training sessions for new staff members.
• Preparing Business Activity Statements, Instalment Activity Statements.
• Dealing with ATO with regards to client's matters and communicating with ATO via ATO portal
• Researching legislations and ATO rulings to assist associate director and senior manager with making key decisions in relation to clients affairs.
• Handling general admin duties including reception desk as and when necessary.

RJCA is a medium sized multi-disciplinary practice that provides accounting and taxation and auditing services to a wide variety clients in Australia. I worked as an accountant /bookkeeper providing business and taxation services to clients

• Preparation of books of accounts and financial statements and tax returns for various entities including Trusts, Companies, Partnerships, Self Managed Super Funds and Individuals in-house and using remote desktop
• Preparing Business Activity Statements, Instalment Activity Statements, FBT Returns, ATO payment arrangements
• Preparing tax position spread sheets to summarise total taxable income available for trust distributions and ensure an effective distribution of income amongst beneficiaries
• Reviewing financial statements, tax returns and BAS
• Registering for GST, ABN, TFN, ATO payment plans
• Researching legislations and ATO rulings to advice accounting team members and clients accordingly
• Invoicing clients , preparing cash flow forecast and reporting
• Liaising with clients , ASIC and Australian Taxation Office (ATO) regarding financial statements, tax returns and financial affairs
• Performing audit work for SMSF, Solicitors and Real Estate Agents
• Handling Body corporate duties and responsibilities of RJC for different properties including, maintaining records ,preparation of budgets and organizing owners meetings (AGM) Etc
• Handling general administration duties including reception desk

Allan's Taxation Services is a medium sized multi-disciplinary practice that provides accounting and taxation and auditing services to a wide variety clients in Australia. I worked as an Accounts Officer/bookkeeper providing business and taxation services to clients.

CIR was a registered Non- Banking Finance Company, Real Estate, Construction and Property Development Company.

• Involving daily financial operations in the company and report directly to the management
• Bookkeeping, maintaining general ledger and journal entries
• Carrying out daily bank reconciliations
• Preparing daily cash flow reports, weekly & monthly management accounts and financial statements
• Preparing company budgets, project costing reports with cost analysis
• Preparing and submitting all tax returns related to company (income tax ,BAS/IAS etc)
• Handling payroll for over 200 staff, PAYG tax and other statutory reporting such as superannuation etc
• Managing creditors and debtors ledger
• Fixed asset reconciliation and maintenance of the fixed assets register
• Other administrative duties as and when necessary
• Assisting with Internal/external auditors.

Lawrie Muthu Krishna & Company is a Chartered Accountants/Auditors.

• Carried out complete audit of books of accounts and prepared financial statements, prepared audit report, carried out tax assignments, prepared company & individual tax, PAYG, GST and payroll tax etc.