Prepare financial statements and tax returns for Self-Managed Super Funds (SMSFs) in accordance with Australian accounting standards and tax laws.
Maintain accurate and up-to-date SMSF client records, including bank reconciliation, journal entries, and investment reporting.
Review and prepare trust deeds, investment strategies, and compliance documentation.
Assist in and coordinate the SMSF audit process, including liaising with auditors and ensuring timely submissions.
Ensure SMSF compliance with the SIS Act and other relevant superannuation legislation.
Communicate with clients and financial advisers to resolve queries and clarify fund-related matters.
Use and maintain accurate records using BGL 360, Class Super, Xero, and/or MYOB.
Support senior accountants and team leads in improving internal processes and training junior staff.
Stay updated with changes in SMSF legislation, ATO guidelines, and industry trends.
Contribute to team projects, best practice initiatives, and ongoing client service improvements.

Minimum 2 years of experience in SMSF accounting, tax compliance, or audit.
Strong working knowledge of SMSF regulations, ATO requirements, and superannuation compliance.
Proficiency in BGL 360, Class Super, Xero, MYOB, or similar SMSF/accounting software.
Strong numerical and analytical skills with excellent attention to detail.
Experience working with Australia-based clients is highly preferred.
Good written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines.

SMSF Accountant

Key skills