SMSF Accountant

Job Description

We are hiring for our client

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Compensation- Max 9LPA

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You will be responsible for end-to-end SMSF processing and compliance work on **BGL Simple Fund 360**, from transaction processing through to audit-ready financial statements and the SMSF Annual Return. You will work directly with our Australian principal and support staff, and your work will be reviewed in Australia before lodgment.

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## Key Responsibilities

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• Process SMSF transactions in BGL Simple Fund 360, including setting up and maintaining bank, broker, and wrap data feeds
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• Reconcile bank accounts, investment holdings, and contribution/pension transactions
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• Process corporate actions, distributions (including annual tax statements from managed funds and ETFs), and property transactions
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• Prepare annual financial statements, member statements, and trustee minutes/resolutions
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• Prepare the SMSF Annual Return (SAR) for review and lodgment by the Australian team
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• Calculate ECPI, apply actuarial certificates, and process CGT events correctly (including segregated vs proportionate method treatment)
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• Monitor contribution caps (concessional, non-concessional, bring-forward) and flag potential breaches
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• Prepare pension establishment, commutation, and minimum drawdown documentation
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• Prepare Transfer Balance Account Report (TBAR) events for lodgment
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• Prepare complete, audit-ready workpapers and respond to SMSF auditor queries promptly
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• Maintain accurate fund records, permanent files, and workflow status updates
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• Communicate clearly with the Australian team on queries, missing information, and job progress
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• **SMSF audit support (minor part of the role):** assist with audit fieldwork, checklists, and evidence gathering for SMSF audit engagements — full training will be provided; prior audit experience is not required
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## Required Skills and Experience

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• Bachelor's degree in Accounting, Commerce, or Finance (CA/CPA/M.Com preferred)
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• **Minimum 2 years' hands-on experience processing Australian SMSFs**, ideally within an outsourcing firm servicing Australian accounting or SMSF administration practices
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• **Demonstrated proficiency in BGL Simple Fund 360** — data feeds, matching rules, corporate actions, pension processing, and report generation
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• Sound working knowledge of Australian superannuation rules, including contribution caps, transfer balance cap, pension standards, and SIS Act/Regulations compliance requirements
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• Understanding of Australian tax concepts relevant to SMSFs (franking credits, CGT discount, ECPI, non-arm's length income)
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• Strong written and spoken English, with the ability to communicate directly with an Australian team
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• High attention to detail and ability to manage multiple funds to deadlines
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## Desirable (Not Essential)

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• Experience with Class Super, Xero, or document management tools (e.g. FYI Docs)
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• Familiarity with SMSF audit requirements and common auditor queries
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• Awareness of current Australian superannuation changes (e.g. contribution cap indexation, Payday Super, LRBA reforms)
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• Experience preparing TBARs and dealing with ATO correspondence
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## What We Offer

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• Long-term, stable role with an established Australian practice
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• Direct exposure to complex SMSF work (pensions, LRBAs, property, wind-ups) rather than data entry only
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• Training and support on Australian regulatory updates
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• Competitive salary commensurate with experience
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