Overview of the role
The SMSF Accountant is responsible for the preparation, administration, and compliance of Self-Managed Superannuation Funds (SMSFs) in accordance with Australian superannuation and taxation laws. This role requires a strong understanding of SMSF legislation, tax compliance and financial reporting.
Main duties include:
SMSF Compliance & Administration
- Prepare annual financial statements for SMSFs, including operating statements and member balances.
- Complete and lodge SMSF annual returns (SAR) with the ATO.
- Ensure compliance with the Superannuation Industry (Supervision) Act (SIS Act) and regulations.
- Maintain accurate fund records, including trust deeds, investment strategies, and minutes.
- Monitor contribution caps, pension requirements, and minimum drawdowns.
- Prepare business activity statements quarterly
- Prepare detailed workpapers to reconcile the SMSF Financial Statements for Audit purposes
Taxation & Reporting
- Prepare SMSF tax calculations and ensure timely lodgement.
- Manage GST, PAYG, and other relevant tax obligations where applicable.
Investment & Transaction Processing
- Record and reconcile investment transactions including shares, property, managed funds, and alternative assets.
- Ensure proper classification and valuation of investments.
- Review and reconcile bank accounts, broker statements, and other financial data.
Regulatory Updates & Continuous Improvement
- Stay up to date with changes in superannuation and tax legislation.
- Suggest process improvements to enhance efficiency and compliance.
- Assist with internal training and knowledge sharing.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- CA, CPA, or progress towards professional qualification.
- Minimum 2–5 years’ experience in SMSF accounting or public practice.
- Strong knowledge of Australian superannuation legislation and tax law.
- Experience with Class 360 SMSF software.
- Experience with Xero Practice Manager and FYI Docs (not essential)
- High attention to detail and strong analytical skills.
- Excellent written and verbal communication skills.
Benefits
- Competitive salary and performance-based bonus opportunities
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Referral bonuses
- Opportunities for professional development and career advancement
- Supportive and collaborative work environment
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Skills Required
- Bachelor's degree in Accounting, Finance, or related field.
- CA, CPA, or progress towards professional qualification.
- Minimum 2-5 years' experience in SMSF accounting or public practice.
- Strong knowledge of Australian superannuation legislation and tax law.
- Experience with Class 360 SMSF software.
- Experience with Xero Practice Manager and FYI Docs.
- High attention to detail and strong analytical skills.
- Excellent written and verbal communication skills.
What We Do
We are an Australian company that has operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 250 of the most innovative and disruptive financial services firms across Australia. Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
