SMSF Manager - Compliance & Advisory Lead

BDO Administration; Brisbane; On-site; AUD 120,000 - 160,000; Full time

Job summary

BDO Australia is seeking an experienced Manager to join our SMSF specialist team. You will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, and review work while coaching junior staff.

The role covers pensions, contributions, estate planning and fund restructures, requiring strong SMSF knowledge and excellent client relationships within the Australian superannuation framework.

Qualifications

• 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.

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

SMSF experience

SMSF compliance

Client relationship management

Team supervision

Education

CA/CPA qualification or equivalent

Job description

BDO Australia is seeking an experienced Manager to join our SMSF specialist team. You will manage a portfolio of SMSF clients, oversee compliance and advisory engagements, and review work while coaching junior staff.

The role covers pensions, contributions, estate planning and fund restructures, requiring strong SMSF knowledge and excellent client relationships within the Australian superannuation framework.