Key Responsibilities:

- Preparation of financial statements and annual returns for SMSFs
- Ensure compliance with ATO regulations and reporting requirements
- Liaise with auditors and assist in preparing audit workpapers
- Process fund transactions including contributions, pensions, and rollovers
- Maintain accurate and up-to-date fund records
- Reconcile investment portfolios and bank accounts
- Use SMSF administration software (e.g., Class Super, BGL 360)
- Respond to queries from internal teams or clients regarding SMSF matters

Key Skills & Qualifications:

- Bachelors degree in Accounting, Finance, or related field
- Minimum 1–2 years of experience in SMSF administration (preferred)
- Familiarity with Australian SMSF regulations and compliance
- Experience with SMSF software such as BGL 360 or Class (preferred)
- Strong analytical and reconciliation skills
- Excellent attention to detail and time management
- Valuable communication skills and ability to work collaboratively

📌 Executive / Senior Executive- SMSF (Ahmedabad)
🏢 Taxoz India
📍 Ahmedabad