Job Description We are hiring for our client
/n Compensation- Max 9LPA
/n You will be responsible for end-to-end SMSF processing and compliance work on **BGL Easy Fund 360**, from transaction processing through to audit-ready financial statements and the SMSF Annual Return. You will work directly with our Australian principal and support staff, and your work will be reviewed in Australia before lodgment.
/n ## Key Responsibilities
/n /n Process SMSF transactions in BGL Simple Fund 360, including setting up and maintaining bank, broker, and wrap data feeds
/n Reconcile bank accounts, investment holdings, and contribution/pension transactions
/n Process corporate actions, distributions (including annual tax statements from managed funds and ETFs), and property transactions
/n Prepare annual financial statements, member statements, and trustee minutes/resolutions
/n Prepare the SMSF Annual Return (SAR) for review and lodgment by the Australian team
/n Calculate ECPI, apply actuarial certificates, and process CGT events correctly (including segregated vs proportionate method treatment)
/n Monitor contribution caps (concessional, non-concessional, bring-forward) and flag potential breaches
/n Prepare pension establishment, commutation, and minimum drawdown documentation
/n Prepare Transfer Balance Account Report (TBAR) events for lodgment
/n Prepare complete, audit-ready workpapers and respond to SMSF auditor queries promptly
/n Maintain accurate fund records, permanent files, and workflow status updates
/n Communicate clearly with the Australian team on queries, missing information, and job progress
/n **SMSF audit support (minor part of the role):** assist with audit fieldwork, checklists,



and evidence gathering for SMSF audit engagements — full training will be provided; prior audit experience is not required
/n /n ## Required Skills and Experience

/n /n Bachelor's degree in Accounting, Commerce, or Finance (CA/CPA/M. Com preferred)

/n **Minimum 2 years' hands-on experience processing Australian SMSFs**, ideally within an outsourcing firm servicing Australian accounting or SMSF administration practices
/n **Demonstrated proficiency in BGL Simple Fund 360** — data feeds, matching rules, corporate actions, pension processing, and report generation
/n Sound working knowledge of Australian superannuation rules, including contribution caps, transfer balance cap, pension standards, and SIS Act/Regulations compliance requirements
/n Understanding of Australian tax concepts relevant to SMSFs (franking credits, CGT discount, ECPI, non-arm's length income)
/n Strong written and spoken English, with the ability to communicate directly with an Australian team
/n High attention to detail and ability to manage multiple funds to deadlines
/n /n ## Desirable (Not Essential)
/n /n Experience with Class Super, Xero, or document management tools (e.g. FYI Docs)
/n Familiarity with SMSF audit requirements and common auditor queries
/n Awareness of current Australian superannuation changes (e.g. contribution cap indexation, Payday Super, LRBA reforms)
/n Experience preparing TBARs and dealing with ATO correspondence
/n /n ## What We Offer
/n /n Long-term, stable role with an established Australian practice
/n Direct exposure to complex SMSF work (pensions, LRBAs, property, wind-ups) rather than data entry only
/n Training and support on Australian regulatory updates
/n Competitive salary commensurate with experience

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📌 SMSF Accountant (Surat)
🏢 Wisemonk
📍 Surat