22 Oct
|
Wisemonk
|
Ahmedabad
22 Oct
Wisemonk
Ahmedabad
We are hiring for our client Compensation
- Max 10LPA You will be responsible for end-to-end SMSF processing and compliance work on BGL Simple 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 Simple 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 firm servicing Australian accounting or SMSF administration practices
• Demonstrated proficiency in BGL Straightforward Fund 360 — data feeds, matching rules, corporate actions, pension processing, and report generation
• Sound working knowledge of Australian superannuation rules, including contribution caps, transfer balance cap, pension standards, and SIS Act/Regulations compliance requirements
• Understanding of Australian tax concepts relevant to SMSFs (franking credits, CGT discount, ECPI, non-arm's length income)
• Strong written and spoken English, with the ability to communicate directly with an Australian team
• High attention to detail and ability to manage multiple funds to deadlines ## Desirable (Not Essential)
• Experience with Class Super, Xero, or document management tools (e.g. FYI Docs)
• Familiarity with SMSF audit requirements and common auditor queries
• Awareness of current Australian superannuation changes (e.g. contribution cap indexation, Payday Super, LRBA reforms)
• Experience preparing TBARs and dealing with ATO correspondence ##
What We Offer
• Long-term, stable role with an established Australian practice
• Direct exposure to complex SMSF work (pensions, LRBAs, property, wind-ups) rather than data entry only
• Training and support on Australian regulatory updates
• Competitive salary commensurate with experience
📌 SMSF Accountant (Ahmedabad)
🏢 Wisemonk
📍 Ahmedabad