SMSF Accountant - Business Advisory
Core
Prepare financial statements, tax returns, and compliance documentation for Self-Managed Super Funds (SMSF) while managing client relationships and ATO correspondence.
Role type
Mid-level IC accountant (SMSF specialist)
Builds
SMSF financial reports, tax lodgements, and compliance workpapers
Domain
Australian financial services / Superannuation
Required skills
SMSF compliance knowledge, financial statement preparation, tax return filing, ATO correspondence, cloud accounting platforms, legislative monitoring
Preferred skills
Business advisory experience, relationship building, continuous learning
Technologies
Class Super, cloud-based accounting platforms
Responsibilities
Prepare SMSF financial statements and member statements, process contributions and investment transactions, complete audit workpapers, correspond with the ATO, monitor contribution caps and pension minimums
Seniority
Mid-level, hands-on IC