SMSF Manager | Equity Pathway
Core
Lead a specialist SMSF division, managing key client relationships, providing technical compliance reviews, and leading a team of advisers.
Role type
Senior SMSF Manager / Division Lead
Builds
Client advisory services and compliance reviews for business owners and high-net-worth clients
Domain
Accounting and Financial Advisory (Superannuation)
Deliverable
client delivery
Required skills
SMSF expertise, Australian taxation knowledge, technical compliance review, client relationship management, team leadership, strategic planning
Preferred skills
SMSF strategies, contributions, pensions, estate planning, succession planning
Responsibilities
Manage and strengthen relationships with business owners and high-net-worth clients; Attend and lead strategic client meetings; Review SMSF compliance and advisory work; Mentor and develop team members; Manage workflow, priorities and team performance; Contribute to leadership decisions and business improvement initiatives