Team member in the spotlight: Yuvraj Kapadia

Raj - SMSF Accountant

Here at MWM we are very proud of our team. So, we like to shine the light on a different MWM team member each month, so you can get to know our awesome people better.

Say hello to Yuvraj ‘Raj’ Kapdia, SMSF Accountant here at MWM.

“MWM is an exciting firm to be a part of as they have developed a great team and culture. They focus on the people, and I feel that they provide excellent opportunities for us all to grow.”

Tell us a bit about your role…

My role is as an accountant within the Self-managed Super Funds team, which involves the preparation of financial statements and tax returns for SMSFs in order to assist them to pass audit.

Are accountants misunderstood?

Mostly yes, as we too have another side to us outside of work just like anyone.

What is the most challenging aspect of your job? 

I like a challenge, but sometimes we need to act like a detective to uncover the truth and troubleshoot issues along the way due a to lack of important and relevant information.

What inspires you outside of the office?

I am inspired by and grateful to be able to live here in paradise and experience the unbeatable Gold Coast lifestyle.

What do you enjoy the most about working at MWM? 

The friendly people, the location, the progressive & professional environment and of course an inspiring team leader.

What is your greatest achievement?

I am still celebrating my CPA and CA qualifications. 🏆 The only ways is up now!

Celebrate the End of Financial Year with your team and ours

Celebrate the End of Financial Year with your team and ours

The End of Financial Year (EOFY) is upon us. For business owners, like you and I, there are many moving parts to be aware of. There are yearly financial statements to create, taxes to pay, deductions to claim, and documentation to submit to the ATO.

30 June is coming – what’s your game plan?

30 June is coming – what’s your game plan?

End of Financial Year Tax Planning. While Covid-19 and the uncertain business landscape it created made planning difficult, what we can say with certainty at MWM is that in our experience those who had a plan have navigated the past two years more successfully than those who didn’t.