Key Responsibilities:
SMSF Compliance & Reporting
- Help maintain accurate SMSF records and data within accounting software (e.g., Xero, Class Super).
- Prepare annual financial statements, member statements, and tax returns for self-managed superannuation funds (SMSFs).
- Prepare and lodge Business Activity Statements (BAS) and TBARs as required.
- Ensure compliance with SIS Act regulations, superannuation rules, and ATO requirements.
- Process and reconcile contributions, rollovers, pensions, and benefit payments.
Fund Administration
- Maintain accurate fund records including investment movements, income, and member balances.
- Assist in the administration of SMSF transactions, including contributions, pensions, and rollovers.
Client and Auditor Liaison
- Communicate with clients to request documents and clarify fund activity.
- Liaise with clients and auditors as required under supervision.
- Support senior accountants with audit preparation and other SMSF related tasks.
Software & Systems
- Work with SMSF software such Class Super.
- Assist in data imports, automation of bank/investment feeds, and maintaining clean ledgers.
Learning and Development
- Stay updated on changes to SMSF legislation, ATO rulings, and industry best practices.
- Participate in technical training and continue developing professional skills.
Key Skills & Experience:
- At least 3 years of experience in SMSF accounting within an Australian public practice or specialist firm.
- Experience with Class Software.
- Understanding of superannuation rules, SIS compliance, and ATO obligations.
- Strong reconciliation skills and attention to detail.
- Degree-qualified in Accounting or related specialisations.
- Strong communication skills and a client-focused attitude.
- Organised, dependable, and willing to grow into a senior SMSF role over time.
HERE'S WHAT WE OFFER!
- Competitive salary: up to Php 95,000 + Php 5,000 allowance
- Schedule: Day Shift
- Set-up: Remote set-up
- Laptop will be provided
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