Gav Kalra
Newcastle,NSW
Summary
An enthusiastic and proactive individual accounting graduate with 2 years of full time experience in SMSF accounting who is able to work both autonomously and as a part of a team.
Overview
2
2
years of professional experience
Work History
Associate Accountant
Heffron Consulting
07.2023 - Current
- Managing a mixed portfolio of Canaccord and Ord Minnett funds
- Processing of tax statements for trusts held in SMSFs
- Dealing with the financial advisers on working as per their SOA for contribution/pension strategies
- Ensuring compliance with Superannuation Industry
- Corresponding with clients, colleagues, auditors, ATO and the other third parties
- Administration of over 200 funds daily via Class super's cash console
Processing Accountant
Heffron Consulting
12.2022 - 07.2023
- Finalising the tax returns for senior accountants to review
- Managing a small portfolio of Morgan stanley funds
- Dealing with the clients and auditors with the year-end queries
- Dealing with CRMs and giving them a brief of accounts for their strategic review
- Managing and activatiing data feed in Class super and dealing with different banks for the same
- In charge of delivery of year end financials via DocuSign
Data and Actuarial Certificate Administrator
Heffron Consulting
01.2022 - 12.2022
- Establishing, processing and maintaining accurate data in Class Super for about 600 funds regularly
- Preparation of Actuarial Certificates for In Admin and External Super funds from Accounting firms
- Liaising with clients and financial advisers for further information required for processing funds up to date
- Preparation and completion of BAS, IAS and PAYGs for SMSFs
- Preparation of financial statements and annual returns for SMSF to review stage, including reconciliation of investment holdings, profit and loss items and capital gains/losses realised during the year, plus adequate documentation for audit purposes.
- Continuing professional self-development by completing technical SMSF quizzes and joining SMSF webinars
Junior Accounting Intern
Tax Solutions Australia
10.2021 - 01.2022
- Assisting with Data entry, filing, recording and maintaining accurate and complete financial records
- Preparing Invoices, Balance sheets and Income Statements
- Shadowing members of the accounting department as they perform their duties
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
Bachelor of Accounting -
Education -
Australian Institute of Higher
10.2019
Skills
Class Super
SMSF
Client dealing
Super
Timeline
Associate Accountant
Heffron Consulting
07.2023 - Current
Processing Accountant
Heffron Consulting
12.2022 - 07.2023
Data and Actuarial Certificate Administrator
Heffron Consulting
01.2022 - 12.2022
Junior Accounting Intern
Tax Solutions Australia
10.2021 - 01.2022
Bachelor of Accounting -
Education -
Australian Institute of Higher
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