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SMSF Business Manager

3 weeks ago

Brisbane, Queensland, Australia beBeeTeamLeader Full time $120,000 - $153,869
About The Opportunity

Are you an experienced SMSF professional ready to lead a high-performing team in the continued growth of a sophisticated, advice-led SMSF business?

This is a rare opportunity to step into a key role within a successful and growing wealth management organization—part of a broader national financial services group offering wealth management, investment and superannuation advice and services.

You'll report to the Director and act as Second-in-Command, with supervision of two experienced Team Leaders and a broader team of 12 professionals under your leadership. Your impact will be felt across operations, systems, people development, and adviser support.

Key Responsibilities
  • Provide day-to-day oversight and mentoring to the SMSF teams whilst being "hands on" and responsible for financial statements, fund establishment and administration.
  • Focus on review of the early career/assistant/associate accountant's work.
  • Serve as a key technical resource on complex matters—internally and to aligned advisers across the group.
  • Oversee workflow, compliance, and client service.
  • Partner with the Director on strategy, growth, and innovation initiatives.
  • Continuously improve systems and processes to support scalable, efficient operations.
  • Collaborate with advisers and internal stakeholders to ensure smooth fund administration and delivery.
  • Support succession planning through people development and technical uplift.
  • Liaise with Auditors, the ATO and external stakeholders.
What We're Looking For
  • Proven experience — team leadership or second-in-command looking to grow within a large group with a national presence.
  • Strong technical knowledge of SMSF tax, structuring, strategies, compliance and regulatory obligations.
  • Confidence working with and supporting financial/investment advisers.
  • Experience with Class, BGL or equivalent platforms.
  • A solutions-oriented person who is collaborative, enjoys being hands on and overseeing, developing and empowering a team.
  • Strong communication, interpersonal, and stakeholder management skills.
  • CA/CPA qualified.
Benefits

As a key member of our team, you'll have opportunities to:

  • Develop your skills and expertise in SMSF management.
  • Grow your career within a dynamic and supportive organization.
  • Contribute to the growth and success of our SMSF business.
Why Choose Us

We offer a unique combination of challenge and opportunity, with a focus on delivering exceptional results and supporting the growth of our team members.