Lakeside Financial

31/01/2025

Legal Assistant Role – February 2025

A vacancy exists for part-time employment in a Brighton-based business which specialises in providing financial, legal and accounting advice.
The successful applicant would be working directly with a senior lawyer in the business.

Job Summary:
We are looking for a motivated candidate, who has studied or is currently undertaking study in the law, to work directly with our senior lawyer. This role offers a fantastic opportunity to gain hands-on experience in the legal field.
A brief summary of the responsibilities involves is as follows:

Daily Tasks
• Drafting and finalisation of Wills documentation in both Simple and Testamentary Trust format
• Drafting and finalisation of Powers of Attorney documentation
• Drafting of Discovery Letters in Probate Applications
• Drafting and submission of Probate applications to the Supreme Court
• Regular liaison with clients and general diary management
• Drafting of Guidance Notes and other supplementary documentation
• Data entry and record keeping
• File management and maintaining register of documents for safe custody
• Assist with legal research and additional administrative tasks as needed

Attributes:
• Strong attention to detail and excellent organisational skills
• Good communication skills and ability to liaise with clients professionally
• Proficiency in MS Office (Word, Excel, Outlook)
• Prior experience in a legal setting is favourable but not required
• A desire to experience studying and learning within the law

Application Process:.
Applications must be received by 11 February 2025
If you are interested, you should apply in writing to [email protected]
and your contact should be accompanied by an appropriate CV

23/04/2024

Practice Manager
We are a boutique accounting firm located in Brighton seeking an experienced practice manager to join our friendly team. We provide taxation, accounting and business services to clients from almost all professions and industries.
Duties & responsibilities
• Answering phones/ taking messages.
• Meet & greet clients.
• Diary management / appointments.
• Monitoring incoming e-mails.
• Mail collection, sorting, outgoing mail.
• Filing.& scanning of documents.
• Maintenance of client database.
• Invoicing and collection of monies owed
• Processing tax assessment notices.
• Lodgement of ATO forms.
• Processing Annual ASIC Company Statements.
• Ad hoc duties as required.
Skills & experience
• Minimum 2 years experience working in a similar role with Xero practice manager
• Microsoft Office experience essential.
• CAS 360 or similar ASIC software essential.
• Excellent phone manner & communication skills.
• Excellent attention to detail.
• Neat, professional presentation.
• Ability to take direction and work as part of a team.
• A pleasant and professional approach.
If you think you have what it takes then we would love to hear from you.
Applications that include your covering letter and resume should be emailed to: [email protected].
Only successful applicants will be contacted.

23/04/2024

Senior Accountant & SMSF specialist

• Dynamic and Fast Paced Firm
• Value Add & Advice focused
• Professional and High Net Worth Client Base

Lakeside Accountants Pty Ltd has been established for over 10 years. We are fast paced, growing and passionate about giving only superior advice to our clients.

A new opportunity exists for a senior accountant to join us.

The core responsibility of this role is the delivery of compliance and (incidental) advisory work for our clients’ self-managed superannuation funds (approx. 150 funds at present).

Other responsibilities of the role will include:

• Prepare a portion of the larger client groups – some in conjunction with our outsourcing provider
a. Some will also require preparation of Business Activity Statements
b. Management of related admin (ATO, ASIC, etc correspondence)
• Assist the department head with advising clients re: the tax outcomes of structure and transactions (both in and out of super)

The key to succeeding in this role is the ability to engage with and meet the needs of our clients.

You have exceptional communication skills and are operationally excellent. You take pride in your work and thrive on being challenged.

You have following skills and qualifications:
• Relevant Secondary/Tertiary Qualification
• 3-5 years’ experience in SMSF preparation
• Strong ability in electronic file preparation and BGL360
• Working knowledge of MYOB AccountRight, Xero and Reckon
• Experience dealing with private businesses and the families behind them
• Permanent Australian Residency

A competitive contract package will be offered to the right person.

We look forward to your application being received at [email protected] by May 31st 2024.

Company Description
Lakeside Accountants offers a proactive, positive service and believe we can make a significant difference in our clients’ financial future. We work very closely with our clients and the other divisions within our organisation to provide a totally holistic approach to their accounting requirements.

We ensure the optimum wealth results are achieved by understanding each of our client’s individual circumstances and tailoring this with the very latest of information available.

We look to the future, not the past, as it is here that we can make the most significant contribution.

Lakeside Accountants is a division of Lakeside Financial - a Financial Services firm delivering value to clients for over 20 years. Now based in Brighton, our firm offers Accounting, Legal, Lending, Financial Planning and Personal Risk services to professionals and small businesses in Victoria.
Email:
[email protected]

15/02/2023

A vacancy exists for part-time employment in a Brighton-based business which specialises in providing financial, legal and accounting advice.
The successful applicant would be working directly with a senior lawyer in the business.
The role would particularly suit an existing law student (whether first or second or third year undergraduate).
A brief summary of the responsibilities involved is as follows:

DAILY TASKS
• Drafting and finalisation of Wills documentation in both Simple and Testamentary Trust format
• Drafting and finalisation of Powers of Attorney documentation
• Drafting of Discovery Letters in Probate Applications
• Drafting and submission of Probate applications to the Supreme Court
• Regular liaison with Clients and general Diary Management
• Drafting of Guidance Notes and other supplementary documentation
• Data Entry
• File Management and maintaining register of documents held for safe custody

If you are interested, you should apply in writing to [email protected] and your contact should be accompanied by an appropriate CV.
A vacancy exists for part-time employment in a Brighton-based business which specialises in providing financial, legal and accounting advice.
The successful applicant would be working directly with a senior lawyer in the business.
The role would particularly suit an existing law student (whether first or second or third year undergraduate).
A brief summary of the responsibilities involved is as follows:

DAILY TASKS
• Drafting and finalisation of Wills documentation in both Simple and Testamentary Trust format
• Drafting and finalisation of Powers of Attorney documentation
• Drafting of Discovery Letters in Probate Applications
• Drafting and submission of Probate applications to the Supreme Court
• Regular liaison with Clients and general Diary Management
• Drafting of Guidance Notes and other supplementary documentation
• Data Entry
• File Management and maintaining register of documents held for safe custody

If you are interested, you should apply in writing to [email protected] and your contact should be accompanied by an appropriate CV.

08/02/2023

Practice Manager – Accounting

About Us
We are a boutique financial and insurance services firm based in Brighton, Victoria. We have been established for over 20 years and our team consists of highly motivated professionals who are led by an experienced and ‘out of the box’ thinking Managing Director.
We are driven by our standard of learning and then educating our clients to give them the best possible outcome, in all areas of their financial world. We want to be the firm who challenges the status quo – adding value for clients around every turn, making business easy.
There are opportunities to continuously develop your career here and help strengthen and grow our accounting division.
Key responsibilities:
• Working closely with our Partners / Leadership team, you will oversee all operational and people requirements of our accounting division.
• You will develop and maintain practice policies and procedures.
• You will be responsible for the leadership and effective performance of the accounting team.
• You will manager both the onshore and the offshore team.
• You will work alongside the MD / leadership team to develop and execute firm strategies and project work and report back on results.
• You will assist with the co-ordination of recruitment and onboarding of accounting staff (onshore and offshore).
• You will manage client relationships and find ways to add value.
• You will run month end reports as well as other reports as and when required.
• Handle all incoming phone calls and general inbox messages
• Ensure all admin tasks are completely accurately and on-time
o All ATO and ASIC correspondence
o Liaise with the ATO on behalf of clients and other professional bodies
o Prepare and send out invoices
o Process client payments and chase debtors

About You
• You will have at least 2 years+ experience working as a practice manager or similar role.
• Proficient with Xero and MYOB.
• Excellent communication and interpersonal skills.
• Experience managing a team of accountants.
• Proactive and developed problem solving skills.
• Experience seeing clients face to face.
• Strong attention to detail and time management skills.
• Proactivity, with the initiative to suggest and implement new processes.
• Driven and client focused, wanting only the best outcomes for clients.
What is in it for you?
• Flexible and supportive environment.
• Opportunity to make an impact and support the growth of our firm.
• Opportunity to work alongside our MD / Partners.
• Exposure to experienced accountants, lawyers and financial advisors.
• Further your career in accounting & management.
• Leading a team.

28/02/2022

We are a boutique accounting firm located in Brighton seeking an experienced Receptionist to join our friendly team. We provide taxation, accounting and business services to our clients who are predominantly dentists and dental specialists.
Duties & responsibilities
• Reception duties / answering phones/ taking messages.
• Meet & greet clients.
• Diary management / appointments.
• Monitoring incoming e-mails.
• Mail collection, sorting, outgoing mail.
• Filing.& scanning of documents.
• Maintenance of client database.
• Processing tax assessment notices.
• Lodgement of ATO forms.
• Processing Annual ASIC Company Statements.
• Ad hoc duties as required.
Skills & experience
• Minimum 2 years experience working in a similar role
• Xero or similar accounting software, Microsoft Office experience essential.
• CAS 360 or similar ASIC software essential.
• Excellent phone manner & communication skills.
• Excellent attention to detail.
• Neat, professional presentation.
• Ability to take direction and work as part of a team.
• A pleasant and professional approach.
If you think you have what it takes then we would love to hear from you.
Applications that include your covering letter and resume should be emailed to: [email protected].
Only successful applicants will be contacted.

03/02/2022

Our financial services business in Brighton is seeking the services of a competent Administration Assistant to work 3 days per week in our Life Insurance department.
Applicants must have excellent computer and verbal communications skills.
Please send a cover letter and resume to [email protected]

31/01/2022

Senior Accountant & SMSF specialist

• 10-month maternity leave position (1 May 2022 to mid-March 2023)
• Dynamic and Fast Paced Firm
• Value Add & Advice focused
• Professional and High Net Worth Client Base

Lakeside Accountants Pty Ltd has been established for 10 years, continues to grow at a rapid rate, and has just completed a major client portfolio acquisition. We are fast paced, growing and passionate about giving only superior advice to our clients.

A new opportunity exists for a senior accountant to join us temporarily whilst our team member takes maternity leave.

The core responsibility of this role is the delivery of compliance and (incidental) advisory work for our clients’ self-managed superannuation funds (approx. 110 funds at present).

Other responsibilities of the role will include:

• Prepare a portion of the larger client groups – some in conjunction with our outsourcing provider
a. Some will also require preparation of Business Activity Statements
b. Management of related admin (ATO, ASIC, etc correspondence)
• Assist the department head with advising clients re: the tax outcomes of structure and transactions (both in and out of super)

The key to succeeding in this role is the ability to engage with and meet the needs of our clients.

You have exceptional communication skills and are operationally excellent. You take pride in your work and thrive on being challenged.

You have following skills and qualifications:
• Relevant Secondary/Tertiary Qualification
• 3-5 years’ experience in SMSF preparation
• Strong ability in electronic file preparation and BGL360
• Working knowledge of MYOB AccountRight, Xero and Reckon
• Experience dealing with private businesses and the families behind them
• Permanent Australian Residency

A competitive contract package will be offered to the right person.

We look forward to your application being received at [email protected] by April 11th 2022.

Company Description
Lakeside Accountants offers a proactive, positive service and believe we can make a significant difference in our clients’ financial future. We work very closely with our clients and the other divisions within our organisation to provide a totally holistic approach to their accounting requirements.

We ensure the optimum wealth results are achieved by understanding each of our client’s individual circumstances and tailoring this with the very latest of information available.

We look to the future, not the past, as it is here that we can make the most significant contribution.

Lakeside Accountants is a division of Lakeside Financial - a Financial Services firm delivering value to clients for over 20 years. Now based in Brighton, our firm offers Accounting, Legal, Lending, Financial Planning and Personal Risk services to professionals and small businesses in Victoria.

17/11/2021

”An opportunity exists for part-time employment at a legal and financial planning office in Brighton.

As things stand, the “ideal” candidate would be a law student who still has at least 2 years of study remaining.

Responsibilities would include:

- Maintaining diary/schedule of time management for solicitors
- Assisting with client management (communication with clients regarding the progress of their transactions)
- Preparing and proof reading client/court documentation
- Record keeping and filing (administrative duties)
- Maintaining customer satisfaction by ensuring continuous client liaison

Skills required:

- Strong verbal/written communication skills
- Strong computer skills (Microsoft OS/Excel/Powerpoint)
- Clear capacity/ability to respond to the challenge of supporting busy solicitors
- Ability to manage deadlines and time management skills
- Precise expression skills/organisational attention to detail

Expressions of interest should be accompanied by an appropriate CV and directed as follows:

[email protected]

[email protected]

11/11/2021

An opportunity exists for part-time employment at a legal and financial planning office in Brighton.

As things stand, the “ideal” candidate would be a law student who still has at least 2 years of study remaining.

Responsibilities would include:

- Maintaining diary/schedule of time management for solicitors
- Assisting with client management (communication with clients regarding the progress of their transactions)
- Preparing and proof reading client/court documentation
- Record keeping and filing (administrative duties)
- Maintaining customer satisfaction by ensuring continuous client liaison

Skills required:

- Strong verbal/written communication skills
- Strong computer skills (Microsoft OS/Excel/Powerpoint)
- Clear capacity/ability to respond to the challenge of supporting busy solicitors
- Ability to manage deadlines and time management skills
- Precise expression skills/organisational attention to detail

Expressions of interest should be accompanied by an appropriate CV and directed as follows:

[email protected]

[email protected]”

03/08/2021

STATE OF VICTORIA
VICTORIAN TAX PACKAGES – YEAR 2021

Fifth Stimulus – Phase 1 & 2 - 21 July 2021

In July 2021, the State of Victoria announced COVID 19 Phase 1 & Phase 2 Top Up (Fifth Stimulus) for small businesses (Including sole trader) and non-employing businesses (of certain specified sectors only) affected by the two phases circuit breaker lockdowns to be administered by the State Revenue Office (SRO), Business Victoria.

Circuit Breaker Support Package (Top Up Grants)

Lockdown Period: Phase 1: 16/07/2021 – 20/07/2021
Phase 2: 21/07/2021 – 28/07/2021

Those who were previously successful in applying for the Circuit Breaker Supper Package (4th Stimulus) will now automatically be eligible for:

Business Costs Assistance Program Round Two:
4th Stimulus Grant Amount Previously paid $5,000 per business
5th Stimulus (Phase 1) Grant (Top Up) $2,000 per business
5th Stimulus (Phase 2) Grant (Top Up) $2,800 per business

Licensed Hospitality Venue Fund:
4th Stimulus Grant Amount Previously paid $7,000 per business premises
5th Stimulus (Phase 1) Grant (Top Up) $3,000 per business premises
5th Stimulus (Phase 2) Grant (Top Up) $4,200 per business premises

If you have received a Business Costs Assistance Program Round Two 2021 Grant or Licensed Hospitality Venue Fund 2021 grant, the July 2021 Phase 1 & Phase 2 Grants will be processed automatically.



AUSTRALIAN GOVERNMENT
COVID-19 DISASTER PAYMENT

The Australian Government announced financial support (lump sum) payment for workers who are unable to earn income due to a COVID-19 lockdown, hotspot or period of restricted movement where COVID-19 restrictions last for more than 7 days. You can’t get this payment for the first 7 days of an event.

General eligibility rules

Claimant must meet the general eligibility rules as follows:

• Must be an Australian resident or hold an eligible working visa
• Must be 17 years or older
• Must not be getting an income support payment, ABSTUDY Living Allowance, Dad and Partner Pay, or Parental Leave Pay
• Must not be getting the Pandemic Leave Disaster Payment, a state or territory pandemic payment or a state small business payment for the same period.
• Must live in, work from or have visited a Commonwealth-declared COVID-19 hotspot
• Must live in, work from or have visited a location subject to a state or territory restricted movement order
• Must have paid employment and because you were in the COVID-19 hotspot or are subject to restricted movement, you can’t attend work on or after day 8 of the lockdown
• Must have lost income on or after day 8 of the lockdown and don’t have any appropriate paid leave entitlements

Lockdown is a period of restricted movement when people must stay at home and can only leave for approved reasons.



AUSTRALIAN GOVERNMENT
OFFER TO VICTORIA (DISASTER PAYMENT)

Offer is subject to Victoria COVID lockdown of more than 7 days. While eligibility in in Victoria for the individual payments is still based from the second week of a lockdown onwards, the first week will also be covered “on an arrears basis” on application to Services Australia, seven days after the commencement of the lockdown

Amount of Disaster Relief Payments

If eligible, claimant will get $375 for each relevant period if you lost either:

• Between 8 and less than 20 hours of work per week
• A full day of your usual work hours per week

If eligible, claimant will get $600 for each relevant period if you lost:

• 20 hours or more of work per week

A full day of your usual work is what you were scheduled to work but could because of a restricted movement order. This includes not being able to attend a full time, part time or casual shift of less than 8 hours.

There are now no restrictions on who is eligible to receive the payment. The previous assets test has been scrapped. Previously claimants of the disaster payment had to demonstrate they had less than $10,000 in savings.

The COVID-19 Disaster Payment is a taxable payment. This means you will need to include it in your income tax return.

The Government will pay from the date of activation for an area where both of the following apply:

• The area has a public health lockdown or period of restricted movement for more than 7 days
• The area is declared a COVID-19 hotspot

01/07/2021