BAI – Business Activities

Including, but not limited to;

• Collect, Analyse and Summarise Accounting Information
• Accounts Preparation, Trial Balance, Balance Sheet and Profit & Loss
• Management Accounting
• Taxation
• Tax Schemes
• Budgeting and Financial Forecasts
• Bookkeeping
• End of Year Accounting
• Audit Private, Public and listed Companies
• Audit Charities and Not for Profits Organisations
• Audit Financial Institutions
• Audit Self-Managed Super Funds
• Valuations
• Company Secretarial
• Registrar Services
• Trusts & Trusteeships
• Forensic Accounting
• Computer Software Recommend, Install, Use and Update
• Bankruptcy, Administration, Insolvency, Liquidation or Receiverships
• Management Consultancy
• Corporate Advise and Services
• Superannuation Funds Administration
• Financial Planning and Advice
• Investment Advice
• Pro-bono Advice and Services

Including, but not limited to;

• Record day to day financial transactions and complete the posting process
• Verify transactions correctly recorded in day book, suppliers ledger, customer ledger and general ledger
• Bring the books to the trial balance stage
• Perform partial checks of the posting process
• Complete tax forms
• Enter data, maintain records and lunch reports and financial statements
• Process accounts receivable and payable and handle payroll in a timely manner
• Processing purchases, sales, receipts, payments
• Processing payroll and maintaining entitlements and employee records
• Bank reconciliation
• Computer software recommend, install, use and update
• Providing reporting for preparation of a BAS
• Producing reports for both client and accountant
• Record keeping
• Pro-bono advice and services

Including, but not limited to;

• Ascertaining liabilities, obligations or entitlements arising under a BAS provision
• Advising about liabilities, obligations or entitlements arising under a BAS provision
• Dealing with the Commissioner of Taxation in relation to a BAS provision
• Coding transactions, tax invoices and transferring data onto a computer program for the interpretation or application of a BAS provision.
• Confirming figures to be included on an activity statement
• Completing activity statements
• Confirming the withholding tax obligations
• Services declared to be a BAS service by way of legislation
• Preparation and provision of a payment summary that may include reportable fringe benefits amounts and the reportable employer superannuation contributions
• GST Law
• Wine equalisation Tax Law
• Luxury car Tax Law
• Fuel Tax Law
• Fringe benefits Tax Law
• Pay as you go PAYG withholding
• PAYG instalments
• Tax accounting
• Pro-bono advice and services

Including, but not limited to;

• Preparing and lodging returns, notices, statements, applications or other documents
• Assisting clients with tax concessions
• Preparing depreciation schedules on the deductibility of capital expenditure
• Preparing or lodging objections against an assessment, determination, notice or decision under a taxation law
• Reconciling BAS provision data
• Activity statement preparation and advice
• Ascertain withholding obligations, including preparing payment summaries
• Installing computer accounting software and determining default goods and services tax (GST) and other coding transactions
• Taxation and investment advice and services
• Dealing with Commission of taxation
• Dealing with Administrative Appeals Tribunal
• Pro-bono advice and services

Including, but not limited to;

• Perform and control the full audit cycle including risk management and control management over operations
• Audit effectiveness, financial reliability and compliance
• Determine internal audit scope and develop annual plans
• Analyse and evaluate accounting documentation, reports and data
• Prepare and present reports that reflect audit’s results and document process
• Provide objective independent advice to ensure validity and legality
• Identify loopholes and recommend risk aversion measures and cost savings
• Prepare audit findings
• Monitor and Conduct follow up audits
• Audit Private, Public and listed Companies
• Audit Charities and not for profits organisations
• Audit Financial Institutions
• Audit Self-Managed Super Funds
• RG 243 audits
• Pro-bono advice and services

Including, but not limited to;

• Superannuation products
• Securities
• Simple managed investment schemes as defined in the Corporations Regulations 2001
• General and life insurance
• Basic deposit products.
• Arrange to deal in an interest in an SMSF

Including, but not limited to;

• Debtor Finance Services
• Invoice factoring
• Invoice Discounting

Including, but not limited to;

• Prepares and processes personnel transactions for appointments, promotions, transfers and terminations
• Maintains and updates personnel files, records and rosters
• Prepares personnel requisitions for employment eligibility lists
• Provides authoritative information about employment, pay status and benefits
• Enrols employees in benefits such as life, health insurance, retirement plans and superannuation
• Schedules pre-employment medical and psychological evaluations
• Calculates salary and benefit costs, and withholdings for taxes and deductions
• Maintains balances of vacation, sick and compensatory leave credits
• Record hours worked; overtime and leaves of absence
• Checks payroll, mileage, travel and other employee reimbursable expenses
• Prepares claim adjustments
• Inputs, retrieves and checks information from computer terminals
• Reviews and files accounting reports
• Orders services and supplies
• Interprets and explains to others a wide variety of rules, regulations, procedures and forms
• Maintains records, logs and files
• Drafts memos and correspondence

Including, but not limited to;

• Undertake a variety of day to day administrative tasks
• Tasks range from bookkeeping to mentoring, including payroll
• Coordinate and oversee all office activities and operations
• Supervise administrative staff and allocate responsibilities
• Manage agendas, travel arrangements and appointments
• Manage phone calls and correspondence
• Support budgeting and bookkeeping procedures
• Create and update records and databases with personnel, financial and other data
• Monitor stocks of office supplies and place orders
• Submit timely reports and prepare presentations and proposals as assigned
• Assist colleagues whenever necessary
• Legal Secretarial Services
• Body Corporate records inspection searches
• Preparation of strata reports
• Secretarial services
• Document lodgement and delivery
• Training, coaching and clerical
• Audio and tape transcription services
• Letter and addressing services,
• Typing services, shorthand writers, stenographers, transcription services, word processing services

Including, but not limited to;

• Prepares correspondence, memos, reports, minutes, documents, orders and statistical data such as charts, tables and graphs from written, typed, or verbal instructions
• Sets-up and maintains office files, records, and indices using computer applications that include use of electronic mail, word processing, spreadsheets, and special data bases
• Posts information to records where judgment must be exercised in the selection of data
• Prepares special and periodic reports that involve compiling data from a number of sources
• Maintains control files of matters in progress to monitor and expedite their completion
• Coordinates time, place and participant arrangements for meetings; or maintains appointment calendars
• Prepares newsletters, brochures and other printed materials using desktop publishing software
• Organises and prepares training materials and PowerPoint presentations for distribution to staff
• Reviews a variety of forms and records for accuracy, completeness, and compliance with applicable statutes
• Takes and prepares minutes of meetings
• Sorts, screens, prioritize, and routes incoming mail; gives information to the public or interdepartmental representatives in situations where judgment and interpretation of departmental policies and regulations are required
• Orders supplies and maintains office supply inventories
• Responding to requests for service or appropriate referral

Including, but not limited to;

• Email Management and Filtering
• Setting up Autoresponders
• Booking appointments with clients
• Following up with clients or customers
• Receptionist duties answering telephone
• Calendar Management
• File Management
• Database building
• Research on certain topics for blogposts, newsletters or others
• Personal errands
• Hotel and Flight Booking
• Transcription, transcribing voicemail, video or audio, podcasts
• Taking down minutes of meetings
• Creating reports on weekly tasks, deliverables, sales
• Preparing Slideshows Power Point Presentations
• Recruitment
• Set-up Social Media Accounts
• Manage and update Social Media Accounts
• Manage Blog
• Publish posts and comments on Blog
• Filter and reply to comments on blog
• Answering support tickets
• Participating in discussion forums or message boards

Including, but not limited to;

• Assists in preparing correspondence, memoranda, reports, forms, declarations, proposals, MOA’s, job announcements, examinations, training plans, policies, requisitions and statistical data such as charts, tables and graphs
• Processes a variety of personnel-related forms and records
• Sets-up and maintains office files, records and indices
• Maintains control files to monitor assignment status and expedites the completion of assignments
• Reviews a variety of reports, forms, and records for accuracy and completeness
• Inputs and retrieves information from a computerised record keeping system
• Responds to inquiries concerning confidential information
• Coordinates time, place and participants for meetings, negotiations, hearings, and arbitrations
• Sorts, prioritizes, and routes incoming mail
• Trains and provides technical guidance to clerical staff
• Prepares special and periodic reports that involve compiling data from a number of sources
• Processes and maintains the more difficult and technical personnel-related forms and records
• Plans and reviews work assignments within a clerical unit
• Performs complex technical work involved in processing employment list promulgations, certification lists, personnel appointment forms, job announcements and applications for publication and test preparation
• Interprets and explains personnel-related policies, procedures, rules and regulations
• Processing of personnel and payroll actions
• Assists in the development and implementation of clerical policies and procedures
• Workplace health & safety
• Human resource services
• Professionally written resumes, cover letters, application letters, selection criteria documents
• Interview, coaching and advice to clients and carrying out mock interviews

Including, but not limited to;

• An owners corporation manager is anyone appointed by an owners corporation to carry out its functions in managing and administering the common property
• These functions include maintenance and repairs, collecting fees, maintaining insurance and keeping financial records
• Any person or company carrying on business as an owners corporation manager for a fee or reward in Victoria must be registered by the Business Licensing Authority
• Individual directors of the company do not need to be registered. If you intend to operate your business in a partnership arrangement with one or more people, each person in the partnership must be a registered manager
• Community and/or Owners Corporation duties include administration, management, meetings, minutes, reports and searches
• Preparation of Strata Reports
• If you are a paid Owners Corp Manager, you must do the following
• Register with the Business Licensing Authority (BLA)
• Lodge an annual statement with the BLA
• Advise the BLA in writing of any changes to your details required to be kept by the BLA, within 14 days
• Be appointed by an instrument or by contract of appointment in the approved form
• Report to the owners corporation at each annual general meeting
• Have current professional indemnity insurance for no less than $1.5 million
• Hold all money on behalf of an owners corporation on trust
• Account separately for money held for each owners corporation managed by them.

Including, but not limited to;

• Training, development and coaching
• Supply, installation, configuration and training in the use of accounting and bookkeeping software and computer systems
• Including, but not limited to MYOB, Quicken, XERO, BAS Wizard, Cash-flow and Microsoft suite
• Bookkeeping and Accounting
• BAS Agent and Tax Agent
• Auditing, including Self-Managed Superannuation Funds
• Administration, including Payroll, HR, WH&S
• Secretarial Services
• Office Support Services
• Invoice Factoring
• Debtor Finance
• Limited AFS Licence