Job Description
Key Responsibilities:
SMSF Compliance & Reporting
- 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.
Fund Administration
- Maintain accurate fund records including investment movements, income, and member balances.
- Assist in the administration of SMSF transactions , including contributions, pensions, and rollovers.
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