SMSF Assistant

Safebooks Global; Ahmedabad District; On-site; INR 420,000 - 540,000; Full time

Job summary

A leading financial services company in Ahmedabad, Gujarat, seeks an SMSF Assistant to support the administration of Self-Managed Superannuation Funds (SMSFs) for Australian clients. The role includes preparing financial statements and compliance reports, processing transactions, and ensuring adherence to regulations. Candidates should possess a Bachelor's degree in Accounting and 1–3 years of relevant experience, alongside strong communication and Excel skills. This full-time position offers opportunities to work closely with a dedicated SMSF team.

Qualifications

• 1–3 years of experience in SMSF administration or accounting (Australian domain).
• Familiarity with Australian superannuation and SMSF rules.
• Ability to liaise with external auditors, trustees, and financial advisors.
• Proficient in using SMSF accounting software such as Class Super, BGL360, or SuperMate.
• Strong skills in Excel and general accounting tools.
• Excellent attention to detail and time management.
• Good communication skills for client coordination and internal collaboration.

Responsibilities

• Assist in preparing SMSF financial statements and compliance reports.
• Perform daily processing of SMSF transactions.
• Ensure compliance with ATO, SIS Act, and relevant regulations.
• Reconcile bank accounts, share registries, and other investment portfolios.
• Assist in preparing workpapers for SMSF audits.
• Ensure compliance with ATO, SIS Act, and relevant superannuation regulations.
• Support lodgment of BAS, TBAR, and other ATO forms related to SMSFs.
• Liaise with external auditors, trustees, and financial advisors as needed.
• Keep records up to date and assist in year-end finalization.

Skills

Attention to detail

Time management

Communication skills

Proficient in Excel

Education

Bachelor’s degree in Accounting

Tools

Class Super

BGL360

SuperMate

Job description

Job Title: SMSF Assistant – Australian Superannuation

Job Type: Full-time / Permanent
Working Hours: 7:30 am to 4:30 pm
Compensation: Based on experience and skill level

Location: Ahmedabad, Gujarat

Company: Safebooks Global
Experience: 1–3 years in SMSF accounting or administration

Job Summary

We are looking for a detail-oriented and proactive SMSF Assistant to support the preparation and administration of Self-Managed Superannuation Funds (SMSFs) for our Australian clients. The role involves working closely with the SMSF team to ensure accurate compliance, reporting, and recordkeeping in line with ATO regulations.

Key Responsibilities

• Assist in preparing SMSF financial statements, tax returns, and annual compliance reports.
• Perform daily processing of SMSF transactions including investments, contributions, rollovers, and pensions.
• Maintain member balances, pension accounts, and contribution caps.
• Reconcile bank accounts, share registries, and other investment portfolios.
• Assist in preparing workpapers for SMSF audits.
• Ensure compliance with ATO, SIS Act, and relevant superannuation regulations.
• Support lodgment of BAS, TBAR, and other ATO forms related to SMSFs.
• Liaise with external auditors, trustees, and financial advisors as needed.
• Keep records up to date and assist in year-end finalization.

Required Qualifications

• Bachelor’s degree in Accounting, Commerce, or a related field.
• 1–3 years of experience in SMSF administration or accounting (Australian domain).
• Familiarity with Australian superannuation and SMSF rules.
• Proficient in using SMSF accounting software such as Class Super, BGL360, or SuperMate.
• Strong skills in Excel and general accounting tools.
• Excellent attention to detail and time management.
• Good communication skills for client coordination and internal collaboration.

Nice to Have

• Experience in a KPO/BPO setting serving Australian clients.
• Exposure to SMSF audit requirements or pension setup.
• Working knowledge of TBAR reporting and actuarial certificates.