Lead SMSF Expert
We're seeking a seasoned expert to spearhead the growth of our Private Wealth team.
About the Role:
* Provide strategic guidance on all SMSF-related matters, navigating complex superannuation landscapes.
* Apply technical expertise, including related party transactions and risk management strategies.
* Demonstrate exceptional communication skills, presenting effectively to clients, peers, and industry groups.
* Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers.
* Collaborate with cross-functional teams to resolve complex queries and drive client satisfaction.
* Mentor junior team members, sharing in-depth knowledge of superannuation best practices.
* Stay up-to-date with tax, superannuation legislation, and industry trends to drive client engagement excellence.
Your Impact:
* Develop and implement streamlined compliance processes, fostering a culture of continuous improvement.
* Cultivate a team of superannuation experts, enhancing our collective expertise and driving business growth.
* Work closely with other departments to deliver comprehensive solutions that meet client needs and exceed expectations.
* Provide clients with valuable insights into market trends and changes in the superannuation industry, positioning us as a thought leader.