Key ResponsibilitiesPrepare annual SMSF financial statements, member statements, and fund income tax returns in accordance with Australian legislative requirementsProcess and reconcile all investment transactions, including equities, managed funds, property, and term deposits withinBGL Straightforward Fund 360 (BGL360)Manage the full SMSF compliance cycle, including the preparation and lodgement of annual returns with theAustralian Taxation Office (ATO)Ensure all funds comply with theSuperannuation Industry (Supervision) Act 1993 (SIS Act)and related regulationsCalculate and document member contributions, rollovers, pension entitlements, and transfer balance cap positionsPrepare trustee minutes, resolutions, and supporting documentation for fund events and year-end processesLiaise with external SMSF auditors,



providing all required documentation and responding to audit queries promptlyManage data feeds and manual data entry for investment platforms and bank accounts through to trial balance stageUtilizeMicrosoft Excelfor reconciliation, data analysis, and reporting purposesFollow all workflow instructions, internal procedures, and client-specific guidelines as directed by management and senior staff without deviationIdentify and escalate potential compliance issues or legislative breaches to senior staff proactivelyMaintain accurate and well-organised electronic fund files and work papersSupport junior staff members with technical guidance where required

📌 Senior Smsf Specialist (Maharashtra)
🏢 SourceIN
📍 Maharashtra