Senior Executive/ Executive - SMSF

1 - 6 years

2 - 6 Lacs

Posted:3 days ago| Platform: Naukri logo

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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

Key Skills & Qualifications:

  • Bachelors degree in Accounting, Finance, or related field
  • 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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