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 & 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. 

• 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