SMSF Portfolio Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeSpecialist Full time $120,000 - $160,000

Job Title: SMSF Manager

About the Role:

This is a highly regarded, privately-owned accounting and advisory firm that would comfortably sit in the top 40 nationally if AFR ranked them.

Known for technical excellence, client-first service, and long-standing relationships, they deliver integrated solutions in Accounting, Tax, SMSF Administration, Audit, Business Advisory, and Wealth Management.

The Sydney CBD office works closely with a skilled offshore team in India for compliance work, allowing the local team to focus on review and client engagement.

The Role: SMSF Manager

Manage a portfolio of ~500 SMSF funds worth $2M in client fees. The offshore team (using ClassSuper) completes the preparation and first review, and your focus will be the final technical review before partner sign-off.

No business development required; this is a hands-on technical and quality control role.

Key Responsibilities:
  • Manage and perform final review for a portfolio of ~500 SMSF funds.
  • Ensure accuracy, compliance, and technical excellence before partner sign-off.
  • Liaise with the Offshore SMSF Manager and partners to resolve technical issues.
  • Stay current with SMSF legislation and ATO requirements.

Candidate Profile:
  • Significant SMSF management experience, ideally with large portfolios.
  • Proficient in SMSF compliance, superannuation law, and ClassSuper.
  • Strong attention to detail and ability to work independently.
  • Excellent communication skills for working with local and offshore teams.
  • Qualifications: CA, CPA, ASFA qualified and/or SMSF Specialist course completed.

Why This Opportunity?

  • Review-focused role with minimal compliance prep.
  • Central Sydney CBD location with partner access and supportive culture.

Are you a motivated and ambitious individual looking to take the next step in your career? Hit the apply button now.

  • Senior SMSF Portfolio Manager

    1 day ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $160,000

    Senior SMSF Professional OpportunityWe are seeking a highly skilled and experienced professional to manage a portfolio of Self-Managed Super Fund (SMSF) accounts.Key Responsibilities:Manage a portfolio of SMSF funds, ensuring accuracy, compliance, and technical excellence.Perform final reviews and ensure timely delivery of high-quality services.Liaise with...

  • Senior SMSF Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeesuperannuation Full time $100,000 - $160,000

    Job TitleSMSF Manager Role OverviewAs a seasoned SMSF manager, you will be responsible for overseeing a portfolio of ~500 SMSF funds worth $2M in client fees. This role involves managing and performing final reviews to ensure accuracy, compliance, and technical excellence before partner sign-off.Key Responsibilities:Manage a portfolio of ~500 SMSF...

  • SMSF Client Manager

    4 weeks ago

    Sydney, New South Wales, Australia WizeTalent Full time

    Are you an experienced SMSF professional with a passion for client service and technical compliance? Were looking for a Senior Client Manager to lead our SMSF Compliance team and play a key role in delivering high-quality outcomes for our clients.About us:At Easy Super, we help clients build wealth through Self-Managed Super Funds (SMSFs) with a focus on...

  • Accountant - SMSF

    2 weeks ago

    Sydney, New South Wales, Australia KPMG Australia Full time

    This is a Accountant - SMSF role with KPMG Australia based in Sydney, NSW, AU == KPMG Australia ==Role Seniority - mid levelMore about the Accountant - SMSF role at KPMG AustraliaCompany DescriptionOur Enterprise Deals & Specialist Services team supports clients in managing to plan for their continued business success and growth. We decisively deliver new...

  • SMSF Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeExpert Full time $120,000 - $150,000

    SMSF Senior ConsultantAs a seasoned professional in Self-Managed Superannuation Funds, you will provide expert advice on compliance and tax implications. You will manage client relationships and ensure adherence to regulations.Your Key Responsibilities:Provide expert advisory services on SMSF compliance and tax implicationsAssist clients with the preparation...

  • Senior SMSF Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAdvisory Full time $90,000 - $100,000

    Accountant, SMSF SpecialistWe are seeking an experienced Accountant with Self-Managed Superannuation Fund (SMSF) expertise to join our specialist team.Maintain strong working relationships with clients and colleagues across the wider Private Business Tax & Advisory (PBTA) team.Prepare and administer SMSF Financial Statements, Annual Returns, and Member's...

  • SMSF Compliance Specialist

    1 day ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $100,000 - $120,000

    We are seeking a Senior SMSF Professional to play a key role in providing compliance services to clients and supporting SMSF advisers on advisory services.The successful candidate will be responsible for maintaining strong relationships with clients and colleagues, providing consultative advice and support on SMSF matters.Key Responsibilities:Maintain client...

  • National SMSF Accounting Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAccountant Full time $80,000 - $90,000

    Job OverviewWe are seeking an experienced professional to join our national specialist team in Sydney as a SMSF Accountant.The selected candidate will work closely with clients and colleagues to provide consultative advice and support on SMSF matters, leveraging their knowledge of financial data interpretation and reporting.Key Responsibilities:Prepare and...

  • SMSF Accountant

    2 weeks ago

    Sydney, New South Wales, Australia beBeeSMSFAccountant Full time $100,000 - $140,000

    Accounting Specialist - SMSFWe are seeking a highly skilled Accounting Specialist to lead our team of accountants and quality consultants. In this pivotal role, you will oversee all technical aspects of SMSF accounting, ensuring high-quality output and fostering a collaborative and high-performing team culture.You will play a critical role in scaling our...

  • SMSF Financial Services Expert

    24 hours ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Financial Services Specialist">We help individuals and businesses achieve their financial goals by delivering high-quality advice and expertise. Our team is driven by a client-centric approach, focusing on building long-term relationships based on trust and respect.As a Financial Services Specialist, you will be responsible for managing and maintaining...