Intermediate - Senior SMSF Accountant
Core
Prepare financial statements, tax returns, and compliance documentation for a portfolio of Self-Managed Super Funds (SMSFs) while managing regulatory requirements and client communications.
Role type
Intermediate to Senior SMSF Accountant
Builds
SMSF financial reports, tax lodgements, and compliance filings for Australian super funds
Domain
Australian Financial Services / Superannuation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SMSF legislation knowledge (SIS Act, SISR), financial statement preparation, tax return filing, contribution/pension cap monitoring, external auditor liaison, cloud accounting systems proficiency
Preferred skills
Actuarial certificate support, junior team review, autonomous work, collaborative teamwork
Technologies
BGL, BGL360
Responsibilities
Prepare financial statements and income tax returns for SMSF portfolios; Review and process contributions, pensions, and investment transactions; Manage annual compliance and liaise with external auditors; Correspond with clients and the ATO regarding fund compliance; Assist with actuarial certificates and pension documentation; Monitor regulatory caps and minimums; Provide technical support and review work for junior staff
Seniority
Intermediate to Senior, hands-on IC
