Wealth Management

Over its history, Lee Green has developed a reputation for quality of work and timeliness of deliverables. This reputation has been built on the base of a firm commitment to each and every project it accepts, ensuring that momentum is maintained from the initial meetings to the final reports.

For many years now we have applied our skills in audit, taxation and business process to large scale projects within the financial services industry – with IDPS, Master Trust, Retail Investment and Superannuation clients.

Our particular areas of speciality are:

Client and Statutory Reporting

We can assist with the preparation of:

Investment Reports

  • Quarterly and Annual Member Statements
  • Quarterly PAYG statements
  • Client Tax Statements

Superannuation Reports

  • PAYG statements – Quarterly and Annual
  • Annual Member Statements
  • Tax Returns – Registered Tax Agent
  • Financial Statements – Preparation and Audit
  • Surcharge – MCS, AVA and Reconciliations
  • Reasonable Benefits Limit Lodgements
  • Eligible Termination Payments
  • Lost Members

Project and Solutions Management

Lee Green staff have provided key resource and subject matter expert resources through:

  • Managing a specific project including formulating a project plan with key deliverables and milestones
  • Providing technical assistance to an existing project team
  • Identifying and implementing process improvement opportunities
  • Identifying process issues and implementing solutions
  • Completing practical workflow reviews and risk assessments

Reconciliations

Our team has previous experience in Bank, Stock (equities and managed funds), Asset and Fee reconciliations across a variety of industries.  These skills have been employed by some of Australia’s largest Wealth Management companies and with accounts in excess of $1 billion.

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Contact Lee Green

First Floor
190 Fullarton Rd
DULWICH, SA

P 08 8333 3666
F 08 8333 0666
E reception@leegreen.com.au

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