SMSF Accountant (Self-Managed Super Funds)

Role Objective

A mid-tier CPA public accounting practice is seeking an SMSF Accountant to join its dedicated superannuation division. Reporting directly to Partners and Senior Managers, this role is responsible for managing end-to-end SMSF compliance, processing financial statements and tax returns via Class Super, and liaising directly with trustees, financial planners, approved auditors, and the ATO. The position offers long-term career progression, structured mentoring, and direct client engagement within a supportive, work-life-balanced practice environment.

Key Responsibilities

SMSF Compliance, Accounting & Tax Returns

- Process and finalize annual SMSF financial statements, tax returns, and regulatory returns utilizing Class Super (or equivalent SMSF platforms).

- Review fund transactions, investment performance, member contribution caps, pension drawdowns, and market valuations to ensure full compliance with SIS Act regulations and ATO guidelines.

- Reconcile complex asset classes, including commercial/residential real property, domestic/international equities, unlisted unit trusts, and limited recourse borrowing arrangements (LRBAs).

- Coordinate annual SMSF audits, compile audit files, address auditor queries, and liaise directly with external approved auditors.

Client Engagement & Inter-Team Collaboration

- Serve as a direct point of contact for fund trustees, guiding them through annual compliance requirements and reviewing completed financial reports.

- Proactively identify technical superannuation issues, tax planning opportunities, and regulatory risk exposures to add strategic value to client portfolios.





- Collaborate closely with internal Business Services accountants, Certified Financial Planners (CFPs), and tax specialists to deliver integrated wealth and tax strategies.

- Maintain direct communication with the Australian Taxation Office (ATO) regarding fund registrations, roll-overs, elections, and compliance queries.

Qualifications & Experience

Mandatory Requirements

- SMSF Experience: Minimum 3+ years of dedicated experience managing SMSF accounting and compliance within an Australian public practice accounting firm.

- Professional Accreditation: CA / CPA qualified, or actively pursuing CA/CPA qualification.

- SMSF Software Competency: Proficiency in Class Super (preferred), or demonstrated experience with BGL Simple Fund 360, SuperMate, or Mclowd.

- Tax & Legislative Knowledge: Strong technical working knowledge of Superannuation Industry (Supervision) Act (SISA/SISR), general tax legislation, and ATO regulatory frameworks.

- Communication & Autonomy: Excellent written and verbal client communication skills paired with a high level of attention to detail and ability to work independently.

Desirable Skills & Attributes

- Experience working on client accounts with complex investment structures (e.g., bare trusts, LRBAs, collectible assets, or foreign income).

- Positive, growth-oriented mindset with an interest in participating in ongoing professional mentoring and career development.

Remuneration & Working Conditions

- Competitive market salary package negotiable based on SMSF technical experience and CA/CPA progress.

- Quality structured mentoring and career development support (including CA/CPA program funding/study leave).

- Balanced working hours with genuine support for employee well-being and work-life harmony.

#INDAUS

📌 SMSF Accountant (Melbourne)
🏢 W3Global Australia
📍 Melbourne