The SMSF Bookkeeper is the backbone of our client service team, creating the organised, accurate and reliable foundation that allows our professionals to do their best work. This role isn't simply about processing transactions. It's about giving the team complete confidence that every file is organised, every document is where it should be and every detail has been taken care of.

A great SMSF Bookkeeper makes life easier for everyone. They build trust with the professional team through consistency, reliability and attention to detail, so our accountants are genuinely excited to work on their client files because everything they need is ready and waiting. That efficiency flows through to faster turnaround times, better collaboration and an exceptional experience for our clients.

Role responsibilities

The SMSF Bookkeeper plays a vital support role in the practice, maintaining accurate financial records for SMSF clients. This is a hands-on, detail-oriented role that keeps the data foundation clean so the accounting team can focus on compliance and advisory work. In a small firm, the SMSF Bookkeeper also acts as a helpful first point of contact for clients on day-to-day transactional queries.

Key responsibilities

Bank & investment reconciliations

Reconcile bank accounts, brokerage accounts, and investment portfolios for SMSF clients. Ensure all transactions are coded accurately and consistently so fund records are audit-ready throughout the year.

SMSF transaction processing

Process and record SMSF contributions,



pension payments, lump sum withdrawals, and investment transactions (shares, property, term deposits) in Class Super. Flag any unusual or potentially non-compliant transactions to the supervising accountant.

BAS preparation support

Prepare draft BAS and IAS for review by the accounting team. Ensure GST coding is accurate and consistent, and that source documents are organised and accessible ahead of lodgement deadlines.

Document management & data gathering

Chase and collate source documents from clients — bank statements, dividend notices, contract notes, rental statements, and insurance records. Maintain organised electronic files so the accounting team has everything needed to complete compliance work efficiently.

Respond to routine client queries on transactions, account balances, and document requests. Support the wider team with ad hoc tasks during busy periods, and contribute to a well-organised, smoothly run practice.

Qualifications & experience

2+ years bookkeeping experience

Experience in a public practice setting preferred

Exposure to Class Super advantageous

Key attributes

Exceptionally detail-oriented

Reliable and consistent with deadlines

Comfortable chasing clients for information

Discreet with sensitive financial data

Adaptable in a small, busy team

Reports to:Senior SMSF Accountant / Operations Manager / Director

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📌 SMSF Bookkeeper (Queensland)
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📍 Queensland