Manager, Superannuation & SMSF

BDO; Brisbane; On-site; AUD 130,000 - 180,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Corporate discounts

Professional development support

Flexible leave options

Job summary

BDO Brisbane is seeking an experienced Manager to join the SMSF specialist team, focusing on Self-Managed Superannuation Funds. You will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, and provide technical guidance.

You will review staff work, coach juniors, manage workflow and budgets, and pursue advisory opportunities around retirement and estate planning. Strong SMSF knowledge and client relationship skills are essential.

Qualifications

• SMSF experience required.
• Experience reviewing SMSF compliance engagements.
• Knowledge of Australian superannuation and SMSF taxation required.
• Ability to research and interpret technical superannuation issues.
• Strong client relationship and communication skills.
• Experience supervising juniors and developing staff.
• Strong organisational skills and ability to manage deadlines.

Responsibilities

• Manage a portfolio of SMSF clients and build strong, trusted client relationships.
• Manage and review SMSF financial statements, tax returns and compliance work.
• Review team members' work and provide technical guidance and coaching.
• Manage workflow, budgets, WIP and engagement delivery to timeframes.
• Identify SMSF advisory opportunities around retirement, succession or estate planning.
• Assist clients with pension commencements, contributions, benefit payments, trustee changes, restructures, rollovers and other SMSF matters.
• Support more complex SMSF matters including death benefits and estate planning implementation.
• Maintain SMSF regulatory and taxation knowledge and apply risk and quality processes.
• Liaise with clients' accountants, financial advisers, lawyers, auditors and other advisers.
• Contribute to the development of junior team members through technical support, coaching and on-the-job training.
• Support the continued growth and development of the Superannuation practice.

Job description

We're BDO, a global professional services firm connected to local markets. Our people work together to provide specialist expertise, helping businesses achieve their goals.

We inspire others, to go further. We create together, to reach higher. We build trust, to lead purposefully.

Whether you're building your future or starting your career with us, you won't do it alone. From creating solutions for our clients to building careers for our people, we shape what matters, and that's where you come in.

About the Role

We have a rare opportunity for an experienced Manager to join our specialist Superannuation team, with a focus on Self-Managed Superannuation Funds (SMSFs). The role will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, provide technical guidance and review, develop junior team members and build strong client relationships. The successful candidate will have strong SMSF technical knowledge and experience across compliance and advisory matters including, but not limited to pensions, contributions, estate planning and fund restructures.

Key responsibilities

• Manage a portfolio of SMSF clients and build strong, trusted client relationships.


• Manage and review SMSF financial statements, tax returns and associated compliance work.


• Review team members' work and provide technical guidance and coaching.


• Manage workflow, budgets, WIP and engagement delivery to agreed timeframes.


• Identify and assist with SMSF advisory opportunities, particularly where clients are approaching retirement, succession or estate-planning events.


• Assist clients with pension commencements, contributions, benefit payments, trustee changes, restructures, rollovers and other SMSF matters.


• Support more complex SMSF matters including death benefits and estate planning implementation.


• Maintain a strong understanding of SMSF regulatory and taxation requirements and apply appropriate risk and quality processes.


• Liaise with clients' accountants, financial advisers, lawyers, auditors and other professional advisers where required.


• Contribute to the development of junior team members through technical support, coaching and on-the-job training.


• Support the continued growth and development of the Superannuation practice.

Skills and experience

• Strong practical experience working with SMSFs.


• Demonstrated experience managing and reviewing SMSF compliance engagements.


• Sound knowledge of Australian superannuation and SMSF taxation requirements.


• Ability to research and interpret technical superannuation issues.


• Strong client relationship and communication skills.


• Experience supervising, reviewing and developing junior team members.


• Strong organisational skills and ability to manage competing deadlines.

Highly regarded

• Experience providing SMSF advisory services in addition to annual compliance.


• Exposure to pensions, contributions, SMSF estate planning, death benefits, restructures and complex transactions.


• Experience managing a portfolio and associated workflow/WIP.


• CA or CPA qualification, or equivalent relevant professional qualification.

Why BDO?

Working for BDO you will be part of a growing and market leading professional services firm.

Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.

Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways.

• We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what's possible.


• Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks, retail discounts, employee referral rewards, study, and professional development support.


• Our leave options cater to the unique needs of our people; and include enhanced family support, cultural and religious leave, and options to purchase additional leave. You can also give back and get involved in community initiatives via our BCaring program.


• With a strong focus on learning and growth, we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience.

Our inclusive culture is underpinned by our core values (One, Bold, Human, Heart and Strive).

We are proud to be recognised as an Inclusive Employer for 2025-2026 by Diversity Council of Australia and a 2026-2028 Employer Committed to Gender Equality by the Workplace Gender Equality Agency (WGEA).

BDO is committed to inclusive and accessible recruitment practices. If you require any reasonable adjustments to support your application or interview process, we encourage you to contact our Talent Acquisition team