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Job Description
We are looking for an experienced SMSF Manager (Lead Consultant) to oversee the administration and compliance of Self-Managed Superannuation Funds (SMSFs). This senior role provides strategic advice to clients, ensures compliance, and collaborates closely with our Private Clients and Wealth Management teams. It is an excellent opportunity to gain exposure to both accounting and wealth management while supporting clients on advisory services and projects.
Key Responsibilities:
Manage and support a portfolio of clients by providing SMSF compliance and accounting services.
Review Australian Financial Statements, Annual Returns for SMSFs, and other compliance documents.
Administer various superannuation events, including fund establishment, benefit payments, pensions, rollovers, contributions, and fund wind-ups.
Liaise with internal teams, external providers,...