Simon Xie

Experience

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  New Era Consultant & Chartered Accountants Firm @ Dandenong VIC

  Jun 2003 - Nov 2003

  Personal Income Tax Consultant

  My first accounting job: How cool is that- Mobile Personal Income Tax Returns Preparation (door to door Income Tax Returns Sales and Preparation with Laptop Computer)

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  KST Partners Chartered Accountants & Advisors Consultants @ Queen Street City Melbourne

  Jan 2004 - Nov 2007

  Tax Accountant

  *Represent the Tax Accounting and reporting in tax legislative*Develop & maintain tax policies*Prepare income tax returns for all entities*Prepare the annual tax effect accounting worksheets*Year end tax reporting*Understand, monitor and operate client level tax provisioning including quarterly and End of year taxation adjustment calculations

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  O'Brien & Partners Chartered Accountants @ Station Street MALVERN VIC 3144

  Nov 2007 - Aug 2013

  Tax Accountant

  *Represent the Tax Accounting and reporting in tax legislative*Develop & maintain tax policies*Prepare income tax returns for all entities*Prepare the annual tax effect accounting worksheets*Year end tax reporting*Understand, monitor and operate client level tax provisioning including quarterly and End of year taxation adjustment calculations

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  Maddern Financial Advisers

  Aug 2013 - Jun 2014

  Self Managed Super Fund Accountant

  - SMSF Setup- SMSF Administration- SMSF Taxation- SMSF Strategy- SMSF Estate Planning- SMSF Auditing

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  Patrick Rowan & Associates, Accountants, Planners & Business Advisors

  Jul 2014 - now

  Accountant

  My typical day looks like:Prepare financial statements and income tax returns for SMSFs from start to finish.Collaborate with various providers and statutory authorities on behalf of clients.Create detailed workpaper files, including investment, income, and CGT reconciliations.Problem solving, liaising with the Auditor, Actuary and other stakeholders. My typical duties:- Preparing documents for Self-Managed Superannuation Funds (SMSFs)- Preparing annual superannuation financial statements and tax returns using BGL360 software- Processing transactions, taxation notices, and correspondence for SMSF clients- Managing contributions, pensions, benefit payments, and trustee transactions- Ensuring compliance with regulatory requirements and meeting internal and statutory deadlines- Preparing audit papers and facilitating audits with external auditors- Identifying automation and efficiency improvements within SMSF administration- Providing excellent client service and liaising with Advisers to deliver SMSF solutions- Maintaining up-to-date technical and regulatory knowledge in superannuation and SMSFs- Supporting general administrative activities related to SMSF management- Reviewing SMSF compliance with the SIS Acts & Regulation requirements- Adhering to internal audit process procedures and service standards- Identifying and assisting to resolve technical and compliance issues10+ years of experience in SMSF Practical knowledge of BGL360Strong technical knowledge of SMSFsASIC Corporate Compliance knowledge High attention to detail Strong time management skills with the ability to prioritise tasks effectivelyA proactive, solutions-focused approach with the ability to work collaboratively Show less