QIX Consulting is partnering with an established financial services firm seeking an experiencedSenior SMSF Accountantto join its specialist SMSF team.
This is a hands‐on senior accounting role suited to someone with strong technical SMSF capability who cantake 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
Managingend‐to‐end SMSF compliance
Monitoring and managingcontribution caps and pension obligations
Pension establishmentand ongoing pension compliance
Transfer Balance Account Reporting (TBAR)and Transfer Balance Cap requirements
Preparation oftrustee minutes and investment strategies
Working withLimited Recourse Borrowing Arrangements (LRBAs)and more complex SMSF structures
Coordinating withfinancial advisers, auditors and the ATOto resolve technical and compliance matters
Managing workflow across a portfolio of SMSF clients, ensuringdeadlines and compliance obligations are met
Maintaining accurate, high‐quality files and documentation
About You
We're looking for someone who is technically robust and genuinely accustomed toowning SMSF work rather than completing only one component of the process.
Ideally, you'll bring:
CA/CPA qualification,



membership or progression towards professional qualification
Approximately5-7 years' experience in SMSF accounting, ideally within public practice
Demonstrated hands‐on experience preparingSMSF accounts, financial statements, tax returns and BAS
Strong working knowledge ofpensions, contribution caps, TBAR and SMSF compliance
Experience withLRBAs and pension establishments
Strong experience withClass, BGL or comparable SMSF accounting software
Confidence liaising withadvisers, auditors and the ATO
The ability to independently manage workflow and deadlines across a portfolio
Beyond your technical capability, you'll be someone who bringsclear communication, excellent attention to detail, genuine ownership of your work and a collaborative team approach.
The Opportunity
This is an opportunity 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.
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
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📌 Smsf Accountant (Melbourne)
🏢 QIX Consulting Group
📍 Melbourne