Senior SMSF Accounting Specialist

3 days ago


Manila, National Capital Region, Philippines ULTIM8 OUTSOURCE SOLUTIONS CORPORATION Full time
Job Description

The Senior SMSF Accounting Specialist will be responsible for providing expert advice on SMSF compliance and administration, ensuring that our clients' superannuation funds are managed in accordance with the Superannuation Industry (Supervision) Act (SIS Act) and Australian Taxation Office (ATO) regulations.

Key Responsibilities:
  • Compliance & Administration: Prepare SMSF financial statements, tax returns, and member statements, ensuring accuracy and timeliness.
  • Taxation & Regulatory Reporting: Manage tax aspects of SMSFs, including CGT, franking credits, and pension tax strategies, and prepare annual SMSF returns (SAR) with the ATO.
  • Audit & Risk Management: Coordinate with SMSF auditors to ensure smooth completion of annual audits, identify and rectify compliance breaches, and liaise with trustees as necessary.
  • Client Advisory & Support: Provide SMSF trustees with insights on fund performance, contributions, pensions, and withdrawals, offer guidance on investment restrictions and regulatory obligations, and assist with fund setup, rollovers, and wind-ups.

Requirements:

  • Bachelor's degree in Accounting, Finance, or Commerce.
  • CPA/CA certification (or working towards it) preferred.
  • RG146 compliance or SMSF Specialist Advisor (SSA) certification is a plus.


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