SMSF Financial Services Specialist

Senior SMSF Accountant RoleWe are seeking a highly skilled and experienced Senior SMSF Accountant to join our organisation.Key ResponsibilitiesProcess and manage SMSF accounting and compliance tasks, ensuring timely completion and accuracy.Prepare workpapers, reconciliations, and reports for SMSF clients, providing clear and concise financial...

Job OverviewWe are seeking an experienced SMSF Accountant to join our team. The successful candidate will be responsible for preparing and reviewing SMSF financial statements, tax returns, and compliance documentation.Key ResponsibilitiesPrepare and review SMSF financial statements, tax returns, and compliance documentationReview and manage complex fund...

Job Title: Paraplanning SpecialistWe are seeking a highly skilled and detail-oriented individual to join our financial planning team as a Paraplanning Specialist.About the RoleThis is a remote role that involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service. The ideal candidate will...

As a key first touchpoint for prospective clients, you will help bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.Key ResponsibilitiesProactively conduct outbound outreach (calls, emails,...

Job Role: Financial Planning AssistantA skilled and detail-oriented financial planning assistant is required to support our team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and...

Job SummaryWe are seeking a highly skilled and experienced Tax Accountant to join our organization. As a key member of our accounting department, you will be responsible for preparing financial statements and tax returns for companies, trusts, partnerships, individuals, and SMSF.You will work closely with clients to ensure their financial needs are met, and...

Job SummaryThis role offers an exciting opportunity to work as a senior financial planning assistant for a leading Australian firm.The successful candidate will have experience in portfolio management and investments, enabling them to effectively support clients across the country.Main ResponsibilitiesMonitor client investment portfolios to ensure alignment...

Key Job ResponsibilitiesThis role involves delivering exceptional accounting services to clients through quality assurance reviews, client relationship management, and comprehensive financial support.Primary Accountabilities:Transaction Processing: Assist in accurately coding transactions from each bank or credit card account according to established...

Job Description:We are seeking an experienced professional to manage complex tax compliance and advisory services, ensuring adherence to Australian tax regulations while providing high-quality service to clients.The ideal candidate will oversee the preparation and review of individual, corporate, trust, partnership, and SMSF tax returns, as well as...

Key Financial Services OfficerThe role of a Key Financial Services Officer is to provide exceptional financial services and support to clients, ensuring they achieve their financial goals. This position requires strong analytical and problem-solving skills, with the ability to communicate complex financial information in a clear and concise...