Smsf Administration Supervisor / Manager Bgl Specialist New South Wales

Smsf Administration Supervisor / Manager Bgl Specialist New South Wales

06 Aug
|
TriSuper Auditors
|
New South Wales

06 Aug

TriSuper Auditors

New South Wales

SMSF Administration Supervisor / Manager (BGL Specialist)

RM Superannuation Services is a specialised SMSF firm with over 40 years experience helping our clients grow their wealth.

Role Description

We are seeking an experienced SMSF Administration Supervisor / Manager. In this role, you will lead a small team, drive workflow efficiencies using BGL's automated ecosystems, and ensure absolute compliance across our fund portfolio.

This is the perfect role for a senior qualified who loves optimizing cloud accounting systems and mentoring staff.

Key Responsibilities

Team Leadership: Mentor, train, and review the work of a small team.

BGL 360 Optimization: Oversee the BGL Simple Fund 360 platform, managing data feeds, bank rules, and smart matching to maximize automation.

Financial Reporting: Review annual financial statements, member statements, and SMSF annual returns prepared by the team.

Audit Management:



Manage the end-to-end annual audit process with external auditors via BGL-integrated audit platforms.

Technical Advice: Act as the internal expert for complex SIS Act, ATO compliance, contribution, and pension queries.

What We Are Looking For

Experience: Minimum 3+ years of dedicated SMSF administration experience.

Software Expertise: Advanced hands-on experience using BGL Straightforward Fund 360 is essential. Experience with CAS 360 is a major plus.

Qualifications: Bachelor’s degree in Accounting or Business. CA/CPA qualification is highly regarded.

Compliance Knowledge: Thorough understanding of the SIS Act, SMSF regulations, and industry best practices.

Skills: Excellent communication, solid problem-solving abilities, and a passion for coaching staff.
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📌 Smsf Administration Supervisor / Manager Bgl Specialist New South Wales
🏢 TriSuper Auditors
📍 New South Wales

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