13 Aug
|
Wisemonk
|
India
We are hiring for our client
Compensation- Max 9LPA
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.
Key Responsibilities
Process SMSF transactions in BGL Straightforward Fund 360, including setting up and maintaining bank, broker, and wrap data feeds
Reconcile bank accounts, investment holdings, and contribution/pension transactions
Process corporate actions, distributions (including annual tax statements from managed funds and ETFs), and property transactions
Prepare annual financial statements, member statements, and trustee minutes/resolutions
Prepare the SMSF Annual Return (SAR) for review and lodgment by the Australian team
Calculate ECPI, apply actuarial certificates, and process CGT events correctly (including segregated vs proportionate method treatment)
Monitor contribution caps (concessional, non-concessional, bring-forward) and flag potential breaches
Prepare pension establishment, commutation, and minimum drawdown documentation
Prepare Transfer Balance Account Report (TBAR) events for lodgment
Prepare complete, audit-ready workpapers and respond to SMSF auditor queries promptly
Maintain accurate fund records, permanent files, and workflow status updates
Communicate clearly with the Australian team on queries, missing information, and job progress
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
Required Skills and Experience
Bachelor's degree in Accounting, Commerce, or Finance (CA/CPA/M.Com preferred)
Minimum 2 years' hands-on experience processing Australian SMSFs, ideally within an outsourcing
📌 Smsf Accountant Junagadh (India)
🏢 Wisemonk
📍 India