SMSF Accountant

Job Responsibilities:

• Prepare SMSF financial statements for both accumulation and pension phases.
• Prepare SMSF Annual Returns (SAR) for lodgement.
• Process member contributions, including concessional and non-concessional contributions.
• Calculate minimum pension requirements and assist with pension recalculations.
• Prepare pension commencement and commutation documentation.
• Process rollovers and contribution allocations accurately.
• Prepare TBAR (Transfer Balance Account Report) data for review.
• Calculate Exempt Current Pension Income (ECPI) for compliance.
• Prepare audit-ready workpapers and maintain structured electronic workpapers.
• Respond to auditor adjustments and liaise with Australian-based SMSF managers regarding audit queries.
• Identify compliance issues and escalate to the Australian manager as needed.
• Ensure adherence to the SIS Act, ATO requirements, and firm-specifi...