The Company

Our client is an respected and growing financial services business with a strong presence in the Australian wealth management and accounting sector. Long established and highly regarded, they are known as a highly collaborative work environment with a strong history and culture of professional development.

The Melbourne office has developed a particularly strong reputation for its collaborative culture and high-performing team. It is an workplace where people work closely together, share knowledge and take pride in delivering a quality service to clients, as well as a genuine interest in supporting one another's development.

As the practice further develops, they are seeking to add an SMSF Accountant to their high performing Melbourne team.

The Role

Working as part of an experienced and high-performing SMSF team, you will be responsible for managing a portfolio of self-managed superannuation funds, ensuring the accurate preparation of financial statements, tax returns and associated compliance requirements.

Your responsibilities will include:

- Managing a portfolio of SMSFs and providing ongoing administration support to clients.
- Preparing high-quality financial statements and ensuring funds are finalised and ready for audit.
- Processing SMSF transactions, including investment purchases and disposals, contributions, pension payments and income distributions.
- Completing bank and investment reconciliations, reviewing tax statements and ensuring supporting documentation is in place.
- Preparing and lodging SMSF tax returns, IAS and BAS where required.
- Managing compliance requirements, identifying potential issues and communicating these to relevant parties.




- Liaising with external auditors to facilitate the timely completion of fund audits.
- Communicating with the ATO, including through the tax agent portal.

Obtaining actuarial certificates and managing outstanding information required to finalise accounts.

- Responding to client queries and ensuring matters are addressed accurately and within agreed timeframes.
- Contributing to workflow improvements and the efficient use of accounting, CRM and document management systems.

Your Profile

Ideally, you will bring:

- Approximately 2 years' experience in SMSF accounting or administration.
- Practical experience using Class Super.
- Demonstrated capability preparing SMSF financial statements and managing associated tax and compliance requirements.
- A sound understanding of SMSF transactions, including contributions, pensions, investments and member balances.
- The ability to manage a high-volume workflow while maintaining accuracy and meeting important deadlines.
- Strong communication skills and the confidence to take ownership of client and stakeholder queries.
- A proactive approach, with the initiative to identify issues and look for opportunities to improve processes.
- A positive, flexible and collaborative approach to working as part of a close-knit team.

For the right candidate,



this represents an opportunity to join and thrive in an established, high-performing SMSF team with a genuinely strong workplace culture.

The successful candidate will work alongside experienced colleagues who are approachable and supportive. They will enjoy a collaborative, non-hierarchical environment where people are encouraged to contribute and be given the opportunity to develop their technical expertise within a specialist and growing area of accounting.

This is an excellent opportunity for an SMSF Accountant looking to join a quality team where the culture is just as important as the work itself.

This is a permanent opportunity, however the business would be especially interested in hearing from applicants who are available to commence soon.

Apply Today

If this sounds like the right opportunity for you, we'd love to hear from you! Simply apply with your up-to-date CV in Microsoft Word format (.doc or .docx).

Reference Number: 06810-(phone hidden) - PM

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📌 SMSF Accountant - Urgent Requirement - Permanent Role (Melbourne)
🏢 Robert Half
📍 Melbourne