SMSF Assistant

As an SMSF Assistant at Safebooks Global, your role will involve supporting the preparation and administration of Self-Managed Superannuation Funds (SMSFs) for Australian clients. You will work closely with the SMSF team to ensure accurate compliance, reporting, and recordkeeping in line with ATO regulations. Key Responsibilities: - Assist in preparing SMSF financial statements, tax returns, and annual compliance reports. - Perform daily processing of SMSF transactions including investments, contributions, rollovers, and pensions. - Maintain member balances, pension accounts, and contribution caps. - Reconcile bank accounts, share registries, and other investment portfolios. - Assist in preparing workpapers for SMSF audits. - Ensure compliance with ATO, SIS Act, and relevant superannuation regulations. - Support lodgment of BAS, TBAR, and other ATO forms related to SMSFs. - Liaise with external auditors, trustees, and financial advisors as needed. - Keep records up to date and assist in year-end finalization. Required Qualifications: - Bachelor's degree in Accounting, Commerce, or a related field. - 13 years of experience in SMSF administration or accounting (Australian domain). - Familiarity with Australian superannuation and SMSF rules. - Proficient in using SMSF accounting software such as Class Super, BGL360, or SuperMate. - Strong skills in Excel and general accounting tools. - Excellent attention to detail and time management. - Good communication skills for client coordination and internal collaboration. As an SMSF Assistant at Safebooks Global, you will play a crucial role in ensuring the smooth operation and compliance of SMSFs for Australian clients. Your expertise and attention to detail will contribute to the success of the SMSF team in meeting regulatory requirements and providing high-quality service to clients.,