Job Description Key Responsibilities
n n 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 comply with 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 Excel for 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
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📌 SMSF Accountant (Sabarmati River)
🏢 SourceIN
📍 Sabarmati River