SMSF Assistant

• Job Title: SMSF Assistant – Australian Superannuation

• Job Type: Full-time / Permanent

• Working Hours: 7:30 am to 4:30 pm

• Compensation: Based on experience and skill level

• Location: Ahmedabad, Gujarat

• Company: Safebooks Global

• Experience: 1–3 years in SMSF accounting or administration

• Job Summary:

We are looking for a detail-oriented and proactive

SMSF Assistant

to support the preparation and administration of Self-Managed Superannuation Funds (SMSFs) for our Australian clients. The role involves working closely with the SMSF team to ensure accurate compliance, reporting, and recordkeeping in line with ATO regulations.

• Key Responsibilities:

• Assist in preparing SMSF financial statements, tax returns, and annual compliance reports.
• Perform daily processing of SMSF transactions including investments, contributions, rollovers, and pensions.
• Maintain member balances, pension accounts, and contribution caps.
• Reconcile bank accounts, share registries, and other investment portfolios.
• Assist in preparing workpapers for SMSF audits.
• Ensure compliance with ATO, SIS Act, and relevant superannuation regulations.
• Support lodgment of BAS, TBAR, and other ATO forms related to SMSFs.
• Liaise with external auditors, trustees, and financial advisors as needed.
• Keep records up to date and assist in year-end finalization.

• Required Qualifications:

• Bachelor’s degree in Accounting, Commerce, or a related field.
• 1–3 years of experience in SMSF administration or accounting (Australian domain).
• Familiarity with Australian superannuation and SMSF rules.
• Proficient in using SMSF accounting software such as Class Super, BGL360, or SuperMate.
• Strong skills in Excel and general accounting tools.
• Excellent attention to detail and time management.
• Good communication skills for client coordination and internal collaboration.

• Nice to Have:

• Experience in a KPO/BPO setting serving Australian clients.
• Exposure to SMSF audit requirements or pension setup.
• Working knowledge of TBAR reporting and actuarial certificates.

• Experience in a KPO/BPO setting serving Australian clients.
• Exposure to SMSF audit requirements or pension setup.
• Working knowledge of TBAR reporting and actuarial certificates.