SMSF Manager

3 days ago


Makati, Philippines Cobden & Carter International Full time

Summary: A leading audit firm is seeking a Self-Managed Super Funds (SMSF) Manager. This role typically oversees the administration and compliance of SMSFs, ensuring they meet regulatory requirements and provide strategic advice to clients. As a senior role within the firm's specialist SMSF business, it ensures compliance excellence and close collaboration with Private Clients and Wealth Management teams. This role offers a unique opportunity to gain exposure to both accounting and wealth management, supporting our clients on advisory services and projects. Responsibilities: Manage and support a portfolio of clients, providing SMSF compliance and accounting support Review Australian Financial Statements, Annual Retums for SMSFs and other statutory compliance documents. Administer a range of superannuation events including fund establishment, benefit payments, pension, rollover, contributions and fund wind-ups.Liaise with various business units, extemal providers, the Australian Taxation Office and our clients.Provide SMSF technical assistance with consultative approach.Liaise with fund auditors to facilitate the annual SMSF audit as required.Assist in the management of staff within the SMSF team. Qualifications: Bachelors/Postgraduate Degree in relevant field and CA/CTA or equivalent certification5+ years of experience in SMSF administration, compliance, or advisory servicesDemonstrated technical knowledge and exposure of Australian SMSF legislation and SMSF-related compliance issuesStrong client service orientation with the ability to manage multiple stakeholdersExperience with SMSF platforms such as Class Super is a plus (software training and learning/guidance on SMSF rules and regulations will be provided) Work Setup: Hybrid Schedule: Day Shift (AU Account) Location: Makati City By applying, you give consent to collect, store, and/or process personal and/or sensitive information for recruitment and employment may it be internal to Cobden & Carter International and/or to its clients.



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