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Financial Professional
3 weeks ago
We are seeking a professional to join our Superannuation team in Newcastle.
Key Responsibilities:- Prepare financial statements, tax returns, audit documentation and supporting materials for self-managed superannuation funds (SMSFs)
- Support the annual compliance and reporting process for SMSFs
- Complete activity statements and understand GST treatment within superannuation
- Liaise with auditors, clients and internal teams to ensure timely and accurate outcomes
- Work with ATO and relevant government bodies to resolve basic matters
- Build technical knowledge of superannuation legislation and standards
- Participate in learning and development initiatives including CA study support
- Contribute to continuous improvement and team success through collaboration and initiative
- A completed or near-completed bachelor's degree in accounting, commerce or a similar degree that meets the CA prerequisites
- A strong interest in superannuation, SMSFs, tax strategies and superannuation law
- Intention to commence or already enrolled in the CA program
- Excellent attention to detail and willingness to learn
- A positive attitude, strong work ethic and proactive approach
- Ability to work collaboratively and communicate effectively in a team environment
- Strong time management skills and ability to meet deadlines
