Highly efficient professional who demonstrates a strategic understanding and approach to work, balancing client needs with firm needs. Having excellent inter-personal skills, builds client rapport and represents the firm in a positive and professional manner. Continuously seeks efficiency gains and improvements with SMSF Team process. Can embrace a fluid role that embraces all aspects of SMSF!
Supporting Client Managers and Directors to identify and resolve blockages in the SMSF process.
Works with offshore outsourcing teams in regards to admin, accounting and audit related issues.
Onboarding of new SMSF clients, ordering of establishment documentation, TFN, ABN applications.
Client meetings, build and grows client relationships.
ATO Compliance, ASIC, SMSF Admin and prepares Compliance documents such as Pensions, Trustee resolutions and property valuations.
Processes funds from initial information request, Class data entry, upload to audit and compiles the complete job for client issue via DocuSign / FUSE Sign.
Audit preparation and review Self Managed Super Funds for multiple Accounting Firms.
Audit review of Public Ancillary funds and Non for Profit Organisations.
Support in Superannuation administration SMSFs using CLASS and SuperMate software.
Book Keeping for Small Business, payroll, EFY preparation using XERO, MYOB, AR, Intuit, Reckon.
BAS preparation & lodgement.
Tax returns Individual, Company & Trust
ASIC liaison and processing and ACNC lodgements.
Personally inspect and audit all Travel Associates stores Australia wide, maintain tight control on areas of risk within the business.
Train staff to develop their understanding of all areas of finance to improve their management skills and overall results.
All end of month reporting for the brand and perform analysis and prepare monthly Board reports.
Consolidation of financial data from the Travel Associates businesses back into the relevant State Flight Centre results.
Prepare and analyze financial reports, end of month reporting and audit all stores within the state.
Train and assist in staff development, open new stores and develop the brand.
Work closely with Flight Centre head office to integrate the Student Flight businesses back withing the Flight Centre model.
Proficient in the use of CLASS, FYI Docs, FUSE Docs, XPM, BGL CAS, PDF Docs, ATO and ABR Portals.
Navigates Auditor portals, including offshore and Super Records Processing.
Confidently liaises with offshore teams.
Builds strong client relationships and takes initiative to resolve client issues.
Applies Logic to solve complex problems, enjoys the rush of working to deadlines with accuracy and attention to detail.