Shay Muegel
Summary
I am a highly driven and passionate worker who is seeking the opportunity to apply my studies in Commerce and Accounting to a new role of alike nature. I offer a reliable and hard-working individual who is excited to apply myself to the learnings of a new position.
Please note that I intend to further expand my knowledge and qualification base by commencing a CPA Australia course in mid-2024.
Overview
5
5
years of professional experience
Work History
Fund & Taxation Accountant
Equity Trustees Limited - Australian Executor Trus
07.2023 - Current
- Provide complete, accurate and timely reporting to clients and the regulators (including ATO, APRA, ACNC, ASIC) for superannuation funds (Small APRA Fund (SAFs), Self-Managed Superannuation Fund (SMSFs)), and Philanthropic Trusts (including Private and Public Ancillary Funds (PAFs and PuAFs) and other Funds and Trusts
- Ensure new business transfer in funds activities are performed within service level and to the satisfaction of BDMs and Advisers, including making sure that necessary documentation is received, fund suitability assessed and communication performed
- Ensure Lodgement timeframes and service standards are met and reporting is performed accurately and completely and in a timely manner
- Preparing financial and non-financial data for new clients
- Preparing, lodging, distributing APRA Returns, Member Statements and Tax Returns for SAFs and annual returns for SMSFs within external and internal deadlines and timeframes
- Preparing and Lodging all ATO reporting including tax returns, BAS lodgement, MATs, PAYG, Lost Member Reporting, and AIIR (TACT & superMate)
- Checking ATO assessments and making payments or receipts
- Analysing general ledger entries and reporting produced during the year end process
- Accurately processing year end transactions.
- All legislative deadlines met and no late lodgement penalties or general interest charges incurred
- Dealing effectively and efficiently with client questions and service issues, escalation of issues and complaints
Service Administrator (Trust Accounting)
Insignia Financial Services - Australian Executor Trustees
10.2019 - 07.2023
- Banking of incoming Cheques and allocation to departments
- Reconciliation of AET operating accounts
- Allocation, follow up and reporting of direct credits received into the Trust bank account to departments
- Loading EFT and BPAY files
- Daily JIRA workflow management
- Processing of urgent and international bank transfers
- Monitoring trust account signatories
- Audit queries and walkthroughs
- Ad-hoc processing of fee related charges and re-calculations as required
- Reconciliation and processing of monthly adviser service fees and management fees
- Answering queries related to all of the functions listed above
Service Administrator (Property)
Insignia Financial Services - Australian Executor Trustees
02.2019 - 10.2019
- Process a range of daily transactions on client portfolios and superannuation
- Adhere to the requirements associated with the acquisition, disposal and transfer of properties
- Administration of income/expenses associated with residential/commercial properties
- Preparation and administration of relevant property agreements including lease agreements, rent reviews, property insurance, purchase & sale contracts
- Payment of various property related invoices - Answer phone calls/email-based queries professionally with full resolution within strict service standards - Audit queries and walkthroughs
Education
Bachelor of Commerce (Accounting) -
University of South Australia
11.2023
Year 12 (ATAR) -
Henley High School
01.2017
Skills
- Highly self-motivated
- Punctual and Reliable
- Effective communicator with peers, co-workers, and clients
- Ability to follow instructions and accurately carry out tasks
- Precise attention to detail
- Passionate group contributor (love working in a team environment!)
References
- Cerigna Juanta, AET Trust Account & Property Team Manager, 0425 403 874
- Shane Meyer, AET Co-Worker - Property Team, 0407 177 729
- David Scott, AET Fund & Taxation Accounting Team Manager, 0431 929 799
Timeline
Fund & Taxation Accountant
Equity Trustees Limited - Australian Executor Trus
07.2023 - Current
Service Administrator (Trust Accounting)
Insignia Financial Services - Australian Executor Trustees
10.2019 - 07.2023
Service Administrator (Property)
Insignia Financial Services - Australian Executor Trustees
02.2019 - 10.2019
Bachelor of Commerce (Accounting) -
University of South Australia
Year 12 (ATAR) -
Henley High School
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