I assist with the preparation of SMSF tax returns, satisfying auditor requirements, attending to other ATO requirements on behalf of clients, assist with preparation of financial statements, and dealing with accounting client queries. I have been using BGL Simple Fund 360 since I started.
Experience: 2 - 5 years
For almost three years now, I've been using BGL 360 to prepare tax returns and financial statements for the SMSFs that I have been working on. From manually uploading of bank transactions if the client prefers not to use the bank data feed, to allocation of transactions, processing corporate actions and distribution tax automation, pension commencement, etc., up until drafting of workpapers and generating final reports.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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