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Senior SMSF Portfolio Manager

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

SMSF Manager Role Overview

As 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 funds.
  • Ensure accuracy, compliance, and technical excellence before partner sign-off.
  • Liaise with 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 teams.
  • Qualifications: CA, CPA, ASFA qualified and/or SMSF Specialist course completed.

Why Choose This Role?

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