Job Description
- 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.
- 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.
- Liaise with clients and auditors as required under supervision.
- Support senior ac...