About the role
* Review SMSF financial statements, tax returns, and annual returns.
* Be the primary contact for trustee clients, providing technical advice on pension strategies, contributions, and SMSF legislation.
* Manage client portfolio workflows, ensuring timely lodgement of tax returns and compliance reporting.
* Monitor ATO guidance and legislative changes.
* Onboarding & structuring of new SMSF funds.
What you will offer
* Comprehensive experience with SMSF administration and compliance.
* Tertiary qualifications in accounting and ideally completion of CPA/CA or similar.
* Conversant with either Class Super or BGL 360.
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