Shoon Wai Phyar Thet
North Ryde,Australia
Summary
Tax Accountant with solid experience in tax compliance, financial reporting, and SMSF accounting. Currently supporting business tax, payroll, and SMSF engagements at Business Tax & Money House, utilising Exacc and XERO to deliver compliant and timely outcomes. Detail-oriented, adaptable, and committed to maintaining high professional standards while continuously developing technical expertise.
Overview
3
3
years of professional experience
Work History
Graduate Tax Accountant
KHI Partners
Sydney, Australia
09.2024 - 06.2025
- Prepare financial statements and tax returns for individuals, sole traders, trusts, companies, and superannuation fund.
- Utilise Xero, MYOB Business, and MYOB AccountRight for processing and reconciliation.
- Manage and calculate GST, CGT, and Division 7A matters.
- Complete monthly, quarterly, and annual tax reports such as BAS, IAS, and Annual GST returns.
- Review and amend prior period lodgments when necessary, ensuring compliance and accuracy.
- Maintain professional communication with clients and address queries and information gaps prompt.
- Liaised with ATO for various client matters, including GST registration and general account inquiries.
Graduate Tax Accountant
Finncorp Chartered Accountants
Sydney, Australia
06.2024 - 09.2024
- Prepared tax returns, rent reconciliations, and CGT calculations.
- Entered and reconciled bank and credit card transactions using MYOB AO Classic.
- Communicated with clients and submitted queries via MYOB Practice Portal.
- Assisted with workpapers and document management: scanning, printing, and review procedures.
- Key achievements:
- Leverage MYOB AO Classic and MYOB Accounts Office to optimize the preparation and reconciliation of client transactions, contributing to accurate and timely tax returns.
- Effectively managed client queries and provided clear communication throughout the tax return process, resulting in high levels of client satisfaction.
Tax Accountant
Business Tax & Money House
Bondi Junction, NSW
06.2025 - Current
- Managed end-to-end accounting and tax compliance for Self-Managed Superannuation Funds (SMSFs) in accordance with Australian and superannuation legislation
- Coordinated with external auditors to facilitate SMSF audits and responded to audit queries.
- Prepared and lodged payroll-related reports, and prepared pay-runs for clients.
- Calculated member contributions, pensions, rollovers, and minimum pension requirements.
- Reconciled investment portfolios including shares, managed funds, term deposits, and property investments
Graduate SMSF Auditor
Access Super Audit
Sydney, Australia
03.2024 - 05.2024
- Performed financial and compliance audits for SMSFs in line with regulatory standards.
- Conducted sampling for CGT and cost base calculations to ensure due diligence.
- Verified fund transactions including contributions, distributions, and dividends.
- Followed internal procedures and independently researched audit-related topics.
- Identified discrepancies and potential risks in fund documentation.
- Assisted with audit procedures including folder creation, trial balance updates, and data entry.
- Key achievements:
- Successfully leveraged Class and BGL 360 software to efficiently mange and streamline the audit process for SMSFs.
- Assisted in the resolution of complex audit issues, demonstrating problem-solving skills, and attention to detail.
Bookkeeping Assistant Intern
Accounts NextGen
Sydney, Australia
06.2023 - 12.2023
- Maintained accurate records of financial transactions and organized ledgers.
- Verified accuracy of invoices and other accounting documents or records.
- Researched discrepancies between invoices and purchase orders.
- Matched orders with invoices and recorded required information.
- Monitored accounts to ensure payments are up to date.
- Calculated payroll checks based on hours worked, taxes, and insurance premiums.
- Key achievement:
- Efficiently worked with Xero Accounting Software in regard to payroll and advisor sectors of accounting.
Education
Bachelor of Commerce - Accounting
Macquarie University
Sydney, Australia01.2023
Standard Foundation Program - undefined
Macquarie University
Sydney, Australia09.2022
Diploma of Commerce - undefined
Macquarie University
Sydney, Australia07.2021
Skills
- Income Tax Compliance
- Tax Return Preparations
- GST & CGT Management
- BAS & IAS Preparation
- Client Communication
- XERO & MYOB Software
- Invoice Processing & Bookkeeping
- Attention to detail
- Team collaboration
- Payroll management
Timeline
Tax Accountant
Business Tax & Money House
06.2025 - Current
Graduate Tax Accountant
KHI Partners
09.2024 - 06.2025
Graduate Tax Accountant
Finncorp Chartered Accountants
06.2024 - 09.2024
Graduate SMSF Auditor
Access Super Audit
03.2024 - 05.2024
Bookkeeping Assistant Intern
Accounts NextGen
06.2023 - 12.2023
Bachelor of Commerce - Accounting
Macquarie University
Standard Foundation Program - undefined
Macquarie University
Diploma of Commerce - undefined
Macquarie University