Job Description

Key Responsibilities

  • Prepare annual SMSF financial statements, member statements, and fund income tax returns in accordance with Australian legislative requirements
  • Process and reconcile all investment transactions, including equities, managed funds, property, and term deposits within BGL Simple Fund 360 (BGL360)
  • Manage the full SMSF compliance cycle, including the preparation and lodgement of annual returns with the Australian Taxation Office (ATO)
  • Ensure all funds comply with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and related regulations
  • Calculate and document member contributions, rollovers, pension entitlements, and transfer balance cap positions
  • Prepare trustee minutes, resolutions, and supporting documentation for fund events and year-end processes
  • Liaise with external SMSF auditors, providing all required documentation and respon...

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