SMSF Specialist
Core
Technical SMSF specialist providing research, problem-solving, and practical solutions for complex superannuation rules to support internal teams and clients.
Role type
Senior SMSF Technical Specialist
Builds
Technical advice, modelling, compliance documentation, and education resources for SMSF strategies
Domain
Superannuation / Financial Services
Deliverable
client delivery
Required skills
SMSF technical knowledge, tax compliance, SIS compliance, legislative research, strategy modelling, document review
Preferred skills
Class Super system experience, education content creation
Responsibilities
Research superannuation issues and respond to legislative changes; Manage technical queries and model SMSF strategies; Review SMSF document instructions; Prepare tailored technical advice and content; Contribute to education products and training materials; Maintain technical standards across the business