15 Oct
|
Qix Consulting
|
Melbourne
15 Oct
Qix Consulting
Melbourne
Senior SMSF Accountant | Melbourne
QIX Consulting is partnering with an established financial services firm seeking an experienced Senior SMSF Accountant to join its specialist SMSF team.
This is a hands-on senior accounting role suited to someone with strong technical SMSF capability who can take ownership of their portfolio and manage the compliance process end-to-end.
The Role
Working across an established portfolio of SMSF clients, you’ll be responsible for the preparation and management of SMSF accounts and compliance obligations from start to finish.
Key responsibilities will include
- Preparation of SMSF financial statements, tax returns and Business Activity Statements
- Managing end-to-end SMSF compliance
- Monitoring and managing contribution caps and pension obligations
- Pension establishment and ongoing pension compliance
- Transfer Balance Account Reporting (TBAR) and Transfer Balance Cap requirements
- Preparation of trustee minutes and investment strategies
- Working with Limited Recourse Borrowing Arrangements (LRBAs) and more complex SMSF structures
- Coordinating with financial advisers, auditors and the ATO to resolve technical and compliance matters
- Managing workflow across a portfolio of SMSF clients, ensuring deadlines and compliance obligations are met
- Maintaining accurate, high-quality files and documentation
About You
We’re looking for someone who is technically strong and genuinely accustomed to owning SMSF work rather than completing only one component of the process.
Ideally, you’ll bring:
- A degree in Accounting
- CA/CPA qualification,
membership or progression towards professional qualification
- Approximately 5–7 years’ experience in SMSF accounting, ideally within public practice
- Demonstrated hands-on experience preparing SMSF accounts, financial statements, tax returns and BAS
- Strong working knowledge of pensions, contribution caps, TBAR and SMSF compliance
- Experience with LRBAs and pension establishments
- Strong experience with Class, BGL or comparable SMSF accounting software
- Confidence liaising with advisers, auditors and the ATO
- The ability to independently manage workflow and deadlines across a portfolio
Beyond your technical capability, you’ll be someone who brings explicit communication, excellent attention to detail, genuine ownership of your work and a collaborative team approach.
The Opportunity
This is an chance to join a well-established financial services business with an experienced SMSF team, a substantial existing client portfolio and the opportunity to continue developing technically.
If you’re an experienced SMSF Accountant who takes pride in getting the detail right and wants genuine ownership of your work, we’d love to hear from you.
Apply now or contact QIX Consulting for a confidential discussion - Brooke 0424 296 722
Diversity & Inclusion
At QIX Consulting Group, we are committed to fostering a diverse, inclusive and equitable workplace. We welcome applications from all backgrounds and encourage individuals of all identities and experiences to apply.
Sterk Advisory Pty Ltd trading as QIX Consulting Group
📌 SMSF Accountant (Melbourne)
🏢 Qix Consulting
📍 Melbourne