Job DescriptionKey Responsibilities Nn Prepare annual SMSF financial statements, member statements, and fund income tax returns in accordance with Australian legislative requirements N Process and reconcile all investment transactions, including equities, managed funds, property, and term deposits within BGL Straightforward Fund 360 (BGL360) N Manage the full SMSF compliance cycle, including the preparation and lodgement of annual returns with the Australian Taxation Office (ATO) N Ensure all funds complywith the Superannuation Industry (Supervision) Act 1993 (SIS Act) and related regulations N Calculate and document member contributions, rollovers, pension entitlements, and transfer balance cap positions N Prepare trustee minutes, resolutions, and supporting documentation for fund events and year-end processes N Liaise with external SMSF auditors,



providing all required documentation and responding to audit queries promptly N Manage data feeds and manual data entry for investment platforms and bank accounts through to trial balance stage N Utilize Microsoft Excelfor reconciliation, data analysis, and reporting purposes N Follow all workflow instructions, internal procedures, and client-specific guidelines as directed by management and senior staff without deviation N Identify and escalate potential compliance issues or legislative breaches to senior staff proactively N Maintain accurate and well-organised electronic fund files and work papers N Support junior staff members with technical guidance where required N

📌 Smsf Accountant (Sabarmati River)
🏢 SourceIN
📍 Sabarmati River