Senior Executive/ Executive - SMSF

1 - 5 years

3 - 6 Lacs

Posted:1 week ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Preparation of financial statements and annual returns for SMSFs

Ensure compliance with ATO regulations and reporting requirements

Liaise with auditors and assist in preparing audit workpapers

Process fund transactions including contributions, pensions, and rollovers

Maintain accurate and up-to-date fund records

Reconcile investment portfolios and bank accounts

Use SMSF administration software (e.g., Class Super, BGL 360)

Respond to queries from internal teams or clients regarding SMSF matters

Preferred candidate profile

Bachelors degree in Accounting, Finance, or related field

1–3 years of experience in SMSF administration (preferred)

Familiarity with Australian SMSF regulations and compliance

Experience with SMSF software such as BGL 360 or Class (preferred)

Strong analytical and reconciliation skills

Excellent attention to detail and time management

Good communication skills and ability to work collaboratively

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