SMSF Accountant
About the job
The job is about joining Netwealth as a Fund Accountant in the SMSF Accounting team. This position is crucial for delivering accurate, timely, and compliant reporting for self-managed super funds, collaborating closely with advisers, trustees, and auditors. The team values innovation and agility, creating an environment where everyone can thrive and contribute to shaping a brighter financial future.
You'll be responsible for
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Preparing annual financial statements, tax returns and member statements for SMSFs
Creating essential financial documents that ensure compliance and transparency for self-managed super funds.🔄
Processing and reviewing transactions
Managing contributions, rollovers, benefit payments, expenses, and investment trades to maintain accurate SMSF accounts.🤝
Coordinating with advisers, trustees, auditors and the ATO
Ensuring compliance and meeting lodgement deadlines through effective communication and collaboration.Key criteria
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2+ years of SMSF accounting experience
Demonstrated experience in managing SMSF accounting tasks.View
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Strong knowledge of SMSF regulations
Proven understanding of the SIS Act and compliance requirements.View
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CA or CPA qualification
Qualified or actively pursuing CA or CPA certification.View
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