SMSF Supervisor / Manager
Core
Lead service delivery, compliance, and workflow management for a portfolio of Self-Managed Super Funds (SMSF), including financial statements, annual returns, and complex transaction reviews.
Role type
Senior IC SMSF Supervisor / Manager
Builds
SMSF compliance packages, financial statements, annual returns, and audit coordination
Domain
Superannuation / Accounting / Taxation
Required skills
SMSF accounting, SMSF taxation, SMSF compliance, ATO regulations, financial reporting, audit coordination, portfolio management, BGL Simple Fund 360 proficiency
Preferred skills
CA or CPA qualifications, SMSF Specialist accreditation
Technologies
BGL Simple Fund 360
Responsibilities
Lead preparation and review of SMSF financial statements and annual returns; Review complex SMSF transactions and manage compliance with superannuation legislation and taxation requirements; Manage portfolio workflow, compliance deadlines, and work allocation across internal and offshore teams; Coordinate annual audits, resolve auditor queries, and follow up on outstanding matters; Act as primary contact for SMSF clients providing technical guidance; Coach and train team members to support growth.
Seniority
Senior, hands-on IC with leadership responsibilities