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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


1
Curriculum Vitae for Patrick Donald McStay
Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email:
patrick_mcstay@pkf.com.au
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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Curriculum Vitae for Patrick Donald McStay
Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email:
patrick_mcstay@pkf.com.au
 Capital Gains Tax Structuring
 Taxation issues in a downward economy

Industry and clientele experience – refer to APPENDIX A

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

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

4
Curriculum Vitae for Patrick Donald McStay
Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email:
patrick_mcstay@pkf.com.au
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

5
Curriculum Vitae for Patrick Donald McStay
Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email:
patrick_mcstay@pkf.com.au

APPENDIX A – INDUSTRY & CLIENTELLE EXPERIENCE

Industry Company Role details

International foreign International SOS Preparation of a consolidation


aid, medical services, Australasia Pty Ltd and spreadsheet of four
defence consulting consolidated entities 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 Preparation of statutory


Ltd and consolidated compliant special purposes
entities and I want financial reports including
fffffsssssssssssssssssss consolidated and parent
ss financial statements.

Delmege Commercial Preparation of company tax


Group (over 20 returns including provision of
entities) 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 Preparation of statutory


P compliant special purposes
financial reports
Narellan Franchise Pty
Ltd Advising and implementing
R reporting systems for the board
Y of directors to meet needs of
Y the external stakeholders of
Y their Australia wide franchise
network
Steric Pty Ltd and
consolidated entities Preparation of statutory
compliant special purposes
financial reports including
consolidated and parent
financial statements

6
Curriculum Vitae for Patrick Donald McStay
Address: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 • Mobile: 0403-879-409 • Email:
patrick_mcstay@pkf.com.au

Insurance Salisbury Payne Preparation of statutory


Tinslay Unit Trust compliant special purpose
(subsidiary of listed financial reports and tax
parent company returns including the
Austbrokers Limited) management of the corporate
activities of a director

Motor Vehicle Industry Talon Body Styling Pty Business advise to the general
Ltd manager including the
development of internal control
systems

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

Professional Athletes Brett Lee Management of their personal


tax activities including related
Shane Lee trading and investment entities

Chris McCormack

Phil Jaques

Software Applications Focus Strategies and Primarily tax advise regarding


Solutions Pty Ltd 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