Samantha Lo

Samantha is a Director assisting businesses in the middle market, working across a range of industries in various countries.

With over 10 years’ experience in the chartered accounting profession, Samantha has assisted many businesses with compliance and advisory requirements. Samantha can assist with reporting for statutory compliance, federal and state taxes as well as acting as liaison with Australian and International regulatory authorities.

Samantha also has experience in providing advice on setting up business structures, growth strategies, business process design, analysis and optimisation, management reporting, internal and external stakeholder communication.

In addition, Samantha works in Global Outsourcing providing the “in – house finance team” for many businesses, whether a start-up entity or established business, and include services such as accounts payable, payroll processing, management reporting, cash management and treasury.  Her team specialise in assisting international clients (foreign owned subsidiaries in Australia and branches of foreign companies).

Services

• Federal and state tax advisory and compliance
• Outsourced management and external reporting
• Assistance with audit preparation
• Corporate secretarial
• Payroll

Qualifications

• Bachelor of Business
• Bachelor of Arts in International Studies  
• Graduate Diploma, Chartered Accountants in Australia and New Zealand
• Diploma of Financial Planning
• Accredited Advisor, Family Business Australia
• Certified Advisor, Xero