Senior Smsf Administration Specialist

3 days ago

Melbourne, Victoria, Australia beBeeSmsfFundAdministrator Full time $60,000 - $88,000
Smsf Fund Administrator Job Description

As a detail-oriented and client-focused Smsf Fund Administrator, you will provide top-quality Smsf Fund administration and client service to internal and external stakeholders. Your role will involve ensuring compliance and operational excellence in the management of Self-Managed Superannuation Funds (SMSFs).

The successful candidate will be responsible for:

  • Preparing establishment documents for new SMSFs.
  • Preparing annual superannuation financial statements and tax returns using Class software.
  • Processing transactions, taxation notices, and correspondence for SMSF clients.
  • Managing contributions, pensions, benefit payments, and trustee transactions.
  • Ensuring compliance with regulatory requirements and meeting internal and statutory deadlines.
  • Preparing audit papers and facilitating audits with external auditors.
  • Identifying automation and efficiency improvements within SMSF administration.
  • Providing excellent client service and liaising with Advisers to deliver SMSF solutions.
  • Maintaining up-to-date technical and regulatory knowledge in superannuation and SMSFs.
  • Supporting general administrative activities related to SMSF management.
Requirements and Qualifications
  • At least 1 year of experience in SMSF administration or an accounting practice.
  • Practical knowledge of Class / NowInfinity software (preferred).
  • Strong technical knowledge of SMSFs.
  • ASIC Corporate Compliance experience or knowledge (preferred).
  • High attention to detail and strong client service skills.
  • Excellent communication skills and a professional telephone manner.
  • Strong time management skills with the ability to prioritise tasks effectively.
  • A proactive, solutions-focused approach with the ability to work collaboratively.

This is an exciting opportunity to join our team as a Smsf Fund Administrator. If you are looking for a challenging and rewarding role, please apply now.

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