SMSF Accountant

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 & Administratio n

• 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.
• 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.
• 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