Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Stephanie Wedding

Adelaide,SA

Summary

Experienced SMSF Accountant with technical knowledge and experience in the superannuation and financial services industry. Proficient knowledge of managing and handling sophisticated needs of clients. Highly organised I bring strengths in handling work independently and as a skilled team player in a demanding and time sensitive environment. I have strong communication skills and the ability to communicate with all stakeholders.

Overview

9
9
years of professional experience

Work History

SMSF Accountant

Heffron
07.2021 - Current
  • Preparation of Self-Managed Superannuation funds financial statements and annual tax returns
  • Preparation of member statements and annual trustee minutes including S290-170 Notices
  • Preparation and lodgement of BAS, IAS, PAYG Instalments and PAYG Summaries
  • Process rollovers, pension commencements, pension commutations and death benefit payments
  • Annual pension administration and compliance
  • Liaise with external bodies such as the ATO
  • Communication with trustees and advisers via email and phone calls
  • Liaise with external auditors addressing queries and implementing necessary change
  • Technical knowledge of SIS regulations and legislation
  • Provide assistance and support to colleagues including mentoring graduate accountants
  • Proven track record with KPI's and meeting targets
  • Manage and monitor workflow to ensure all jobs are completed in a timely manner and within the ATO deadlines
  • Proficiency in Class Software

SMSF Accountant

Letcher Moroney Chartered Accountants
03.2020 - 07.2021
  • Preparation of financial statements and tax returns for Self-Managed Superannuation funds
  • External outbound communication with clients and related parties on various matters
  • Annual pension administration and compliance
  • Manage and process rollovers, pension commencements and commutations
  • Maintain and establishment of data feeds for bank accounts and wrap portfolios
  • Preparation and lodgement of BAS on a quarterly and annual basis
  • Preparation of monthly rental invoices and outgoings for superannuation funds under full financial control
  • Delivery of astute accounting and taxation advice
  • Demonstrate technical accounting knowledge and compliance of Self- Managed Superannuation funds
  • Prepare and monitor workflow in conjunction with team leader
  • Use of BGL 360

SMSF Accountant

SuperConcepts
11.2017 - 03.2020
  • Preparation of financial statements and tax returns for Self-Managed Superannuation funds
  • Undertake and analysis of SMSF accounting and reporting tasks
  • Quality review of funds processed offshore
  • Liaise with external auditors
  • Preparation and lodgement of BAS and IAS statements on a quarterly and annual basis
  • Annual pension administration and compliance
  • Manage and process rollovers, pension commencements, commutations, contribution splitting and death benefit payments
  • Maintain and establishment of data feeds for bank accounts and wrap portfolios
  • Liaise with regulatory bodies, technical specialists to assist clients to resolve compliance issues
  • Provide support to client queries in relation to their SMSF processing, accounting and audit process as required
  • Administer and maintain a range of mid to high level complexity SMSF's
  • Use of Class Software

Graduate Accountant

Sothertons Chartered Accountants
02.2015 - 11.2017
  • Preparation of financial statements and tax returns for Self-Managed Superannuation funds
  • Preparation of financial statements and tax returns for Companies, Trusts, Partnerships and Sole Traders
  • Conduct external audit on Legal Practitioner Trust Accounts
  • Conduct internal audit on Self-Managed Superannuation funds
  • General purpose audit duties, including completion of disclosure checklists and ensuring compliance with current legislation and accounting standards
  • Preparation and completion of BAS and IAS statements
  • General bookkeeping duties including client data entry
  • Use of MYOB Accountants Enterprise suite of programs
  • Use of MYOB, QuickBooks, Xero, and BGL Simple Fund and BGL Simple Fund 360 computer software .

Education

CPA Program - Accounting And Finance

CPA Australia
12.2025

Income Tax Course - Personal Income Tax

H&R Block
06.2015

Bachelor of Commerce - Accounting And Finance

University of South Australia
03.2014

Skills

  • Strong understanding of superannuation, accounting, taxation and retirement legislation
  • High-level communication skills both verbal and written
  • The ability to liaise with internal and external stakeholders, with a client centric approach
  • Outcome driven with people and service focus
  • A strong focus on completing work under tight deadlines with accuracy
  • Strong approach to identifying and solving problems that occur in day to day operations
  • An ability to work autonomously and in a team environment

References

Referees will be provided upon request

Timeline

SMSF Accountant

Heffron
07.2021 - Current

SMSF Accountant

Letcher Moroney Chartered Accountants
03.2020 - 07.2021

SMSF Accountant

SuperConcepts
11.2017 - 03.2020

Graduate Accountant

Sothertons Chartered Accountants
02.2015 - 11.2017

CPA Program - Accounting And Finance

CPA Australia

Income Tax Course - Personal Income Tax

H&R Block

Bachelor of Commerce - Accounting And Finance

University of South Australia

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