Role Purpose
The SMSF Administrator 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 Administrator makes life easier for everyone. They build trust with the skilled 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 Administrator 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 Administrator 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.
Client liaison & general support
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
Certificate IV in Accounting & Bookkeeping (or equivalent)
2+ years bookkeeping experience
Experience in a public practice environment preferred
Proficient in Xero Practice Manager
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

📌 Smsf Administrator (Gold Coast)
🏢 Cyber SMSF
📍 Gold Coast