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SMSF Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeSuperannuation Full time $100,000 - $140,000
Job Opportunity

We are seeking an experienced professional to join our Private Wealth, Superannuation (SMSF) team.

This role involves managing a portfolio of SMSFs for high net worth individuals and private enterprises.

Responsibilities include:

  • Providing expert advice on all SMSF-related matters, navigating the superannuation landscape with confidence.
  • Applying technical knowledge, including related party transactions.
  • Communicating effectively with industry, internal, and external groups.
  • Overseeing SMSF administration, ensuring accurate preparation and lodgment of returns and financial statements.
  • Collaborating with team members and clients to resolve complex queries.
  • Mentoring junior team members, sharing in-depth knowledge of superannuation.
  • Staying up-to-date with tax and superannuation legislation, driving client engagement excellence.

As part of our Private Wealth Superannuation team, your impact will be seen through:

  • Leading compliance process improvements, fostering continuous growth.
  • Cultivating a team of superannuation experts, enhancing collective expertise.
  • Working closely with other departments to deliver comprehensive solutions.
  • Providing insights into market trends and changes in the superannuation industry, positioning us as thought leaders.