Job Description

Job Title: SMSF Accountant (Class/BGL, 3–5 yrs) – WFH

Key Responsibilities:

SMSF Compliance & Reporting

  • Help maintain accurate SMSF records and data within accounting software (e.g., Xero, Class Super)
  • Prepare annual financial statements, member statements, and tax returns for self-managed superannuation funds (SMSFs)
  • Prepare and lodge Business Activity Statements (BAS) and TBARs as required
  • Ensure compliance with SIS Act regulations, superannuation rules, and ATO requirements
  • Process and reconcile contributions, rollovers, pensions, and benefit payments

Fund Administration

  • Maintain accurate fund records including investment movements, income, and member balances
  • Assist in the administration of SMSF transactions, including contributions, pensions, and rollovers

Client and Auditor Liaison

  • Communicate with clients to request documents and clarify fund activity

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