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Curriculum Vitae for Patrick Donald McStay

patrick_mcstay@pkf.com.au

Personal Details
Date of birth: 22nd August 1983 Years of occupational experience: 5 Marital status: Single Gender: Male

Occupation Specific Experience
FULL TIME ASSISTANT MANAGER - PKF CHARTERED ACCOUNTANTS Period of employment : January 2004 – current Location: Southern Sydney Office Key achievements: 2007 Managing Partners Award – Employee of the year (Southern Sydney Office) Details of my current role:  Senior technical advisor for AIFRS statutory compliant reporting – special and general purpose financial statement for public unlisted and large reporting entities including working with external audit teams Experience with consolidated statutory compliant financial reporting including experience in foreign exchange rate translations, financial instrument disclosures and consolidated cashflow statements Extensive experience and understanding of Microsoft excel including developing internal excel-based systems to automate financial reporting for large and small entities Technical tax advising including schedule 25A (foreign transaction and balance disclosures), small business tax concessions upon the sale of capital assets (business sales, property sales), group tax planning MYOB and QuickBooks consulting including on-site advising for major clients and leading internal training sessions for intermediate and junior staff Public speaking at Cadet Information Evenings at schools and work functions including Daily correspondence with business executives Core daily functions and activities include: ○ Reviewing annual financial statements and tax returns for small and medium entities including companies, discretionary and unit trusts, superannuation funds and partnerships Preparing detailed engagement plans for staff based on client
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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay

meetings including budgets, timelines for completion and ongoing monitoring of progress throughout the course of each engagement Developing weekly agenda points for discussion at group meeting including reviewing weekly and monthly productivity and recoverability reports, reviewing detailed billing and write-off performance for individual staff and overseeing group performance for discussion with managers and partners (Group of 11 staff) Correspondence with clients regarding technical tax advise and accounting problems including correspondence with the Office of State Revenue, ASIC and the Australian Taxation Office regarding account management (fine and penalty remission and time extensions for large clients) Reviewing of quarterly activity statements for our client base including detailed review of quarterly accounts for entities to ensure accurate disclosure of reporting items and technical GST advise for clients where necessary

Specific skills and qualities

Business communication – 5 years of applied experience in corresponding with corporate executives, families and their stakeholders through a wide range of mediums Problem solving – applied experience in co-ordinating internal and external resources within a time frame and budget in order to meet and exceed client driven expectations Management – ability to read individual personality types within a team, alter communication methods to enhance responsiveness (for example, open questions) and apply techniques to achieve an effective response from colleagues Teamwork – applied experience in working with administration staff and personal assistants, young cadets and undergraduates and business professionals both for employer and clients Extensive occupational education and training

Consistent internal and external professional training attendance including:       External Writing for business Presenting for results Networking Think on your feet Internal Preparing businesses for sale Estate Planning
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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay
  Capital Gains Tax Structuring Taxation issues in a downward economy

Industry and clientele experience – refer to APPENDIX A

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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay

Other Work Experience
PERMANENT PART-TIME BAR ATTENDANT - SHARKS LEAGUES CLUB Period of employment : March 2002 – August 2004 Location: Cronulla Bar Attendant, Tray Steward, Poker Machine Attendant, Keno Operator, Event Organiser, Sponsors Box Attendant CASUAL CUSTOMER SERVICE - MCDONALDS FAMILY RESTAURANT Period of employment : June 2001 – September 2002 Location: Caringbah Store General operations of the restaurant including food preparation, cleaning, customer service and cashier operator

Education
Graduate Diploma (ICAA) The Institute of Chartered Accountants (Sydney) November 2005 –August 2007 Bachelor of Commerce with Merit - Major in accounting and finance and a minor in business law UNSW (Kingsford/Randwick) March 2002 – June 2005 HSC Completion – UAI of 94.60 Woolooware High School (Woolooware) Best All-Round Student 2000 Leisure activities and interests         Golf – Member of Woolooware Golf Club (Handicap 13 – Member since 2000) Soccer – 15 years with Lilli Pilli Football Club (All Age 7 Competition for 2009) Gym – Weights activities at Fitness First Co-ordinating work-related leisure activities (PKF Masters Golf Day, PKF Office V Office Soccer Match, Melbourne Cup Day, Trivia Nights) Guitar and singing – East Coast City Church Music Team (Member since 2005) Oz-tag Water sports – surfing, wakeboarding, fishing and boating Movies and ten-pin bowling
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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay

References Mark Hadfield So Natural Foods (ASX Listed - Freedom Nutritional Products Limited) Group financial Accountant and Ex-Assistant Manager of PKF Mobile 0403-851-472 Tim Connolly Yellow Brick Road (Mark Bouris Founded) Senior Accountant and Ex-Senior Accountant of PKF Mobile 0414-829-456 Felix Antonius Director and Shareholder - Antonius and Associates Pty Ltd (Architect) Mobile 0412-335-490

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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay

APPENDIX A – INDUSTRY & CLIENTELLE EXPERIENCE

Industry International foreign aid, medical services, defence consulting

Company International SOS Australasia Pty Ltd and consolidated entities

Role details Preparation of a consolidation spreadsheet of four international subsidiary companies and a parent entity including consolidation eliminations in Microsoft excel based on trial balances. Subsequent preparation of general purpose financial reports and company income tax return and provision to parent company in Singapore

Property Development

Buildcorp Australia Pty Ltd and consolidated entities and I want fffffsssssssssssssssssss ss Delmege Commercial Group (over 20 entities)

Preparation of statutory compliant special purposes financial reports including consolidated and parent financial statements. Preparation of company tax returns including provision of tax advise to financial controller regarding capital gains structuring and transactions Software consultancy to rectify major problems in internal accounting systems

Manufacturing

Narellan Pools Pty Ltd P Narellan Franchise Pty Ltd R Y Y Y Steric Pty Ltd and consolidated entities

Preparation of statutory compliant special purposes financial reports Advising and implementing reporting systems for the board of directors to meet needs of the external stakeholders of their Australia wide franchise network Preparation of statutory compliant special purposes financial reports including consolidated and parent financial statements
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Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email: patrick_mcstay@pkf.com.au

Curriculum Vitae for Patrick Donald McStay

Insurance

Salisbury Payne Tinslay Unit Trust (subsidiary of listed parent company Austbrokers Limited)

Preparation of statutory compliant special purpose financial reports and tax returns including the management of the corporate activities of a director Business advise to the general manager including the development of internal control systems

Motor Vehicle Industry

Talon Body Styling Pty Ltd

Tyrepower Greenacre

Business advise to the general manager including the development of internal control systems and management advise in regard to due diligence and the sale and purchase of a business Management of their personal tax activities including related trading and investment entities

Professional Athletes

Brett Lee Shane Lee Chris McCormack Phil Jaques

Software Applications

Focus Strategies and Solutions Pty Ltd

Primarily tax advise regarding their highly labour intensive organisation (FBT, Payroll Tax, GST, Income Tax, Remuneration Structures) Sale of business and due diligence consultancy regarding sale of the business including tax related and accounting advise

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