Ptolemy Wang

• Complete basic bookkeeping, payroll, and account reconciliation
• Liaise with clients, provide general accounting, and tax support for their businesses
• Liaise with external parties such as the tax office, government agencies and other professionals
• Provide general ad hoc support to the team as required
• Prepare financial statements and tax returns across all entities including partnerships, trusts, and companies

Key Achievement: I prepared tax returns and financial statements for a medium-sized property developer with a turnover of $3 million. My duties included managing multiple trusts, companies, and partnerships within the group, as well as liaising with the manager regarding the distribution of income and dividend payouts.

• SMSF Tax Return & BAS
  
• SMSF Advice: Pension & Lump Sum Payments, Re-contribution Strategies, Contribution Reserve Strategies, Bring-Forward Contribution Strategies, Spouse Contributions, Rollover or Non-Rollover Relief, Government Co-Contribution.
  
• SMSF Admin: Liaising with the ATO, Class, Auditors, and Associated Third Parties in relation to changing the corporate trustee, Unsuccessful Roll-Over from another Super. Preparing minutes for S290-170, Work Test, Pension Commencement, Pension Commutation & Recommencement, Property Valuation, Trust Deed Variation, and Applying Actuarial Certificates