
Expert Superannuation Professional
2 weeks ago
We are seeking a skilled professional to fill a key role in our Private Wealth, Superannuation team.
This team plays a crucial part in bringing our purpose to life by assisting some of Australia's most iconic families, high net worth individuals and private enterprises.
The ideal candidate will be responsible for a portfolio of SMSFs for these family groups and high-profile individuals.
You will help solve complex problems by using your skills in providing expert advice on all SMSF-related matters, navigating the evolving superannuation landscape.
- Apply strong technical knowledge, including related party transactions
- Demonstrate strong verbal and written communication skills, presenting effectively to industry, internal, and external groups
- Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers
- Collaborate with team members and clients across Australia and globally to resolve complex queries
- Mentor and train junior team members, sharing your in-depth knowledge of superannuation
In this role, you will have a significant impact on the team and the clients we serve.
Key responsibilities include:
- Lead and streamline the annual compliance process, fostering an environment of continuous improvement
- Cultivate and develop a team of superannuation experts, enhancing our collective expertise
- Work closely with other departments and lines of service within the organization to deliver comprehensive solutions that meet client needs
- Provide the team and clients with insights into market trends and changes in the superannuation industry
The successful candidate will enjoy a range of benefits, including flexible working arrangements and opportunities for career growth and development.
Our team is committed to fostering a workplace where everyone feels valued and empowered to thrive.
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