Found Description
Key Responsibilities
Prepare annual SMSF financial statements, member statements, and fund income tax returns in accordance with Australian legislative requirements
Process and reconcile all investment transactions, including equities, managed funds, property, and term deposits within BGL Simple Fund 360 (BGL360)
Manage the full SMSF compliance cycle, including the preparation and lodgement of annual returns with the Australian Taxation Office (ATO)
Ensure all funds comply with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and related regulations
Calculate and document member contributions, rollovers, pension entitlements, and transfer balance cap positions
Prepare trustee minutes, resolutions, and supporting documentation for fund events and year-end processes
Liaise with external SMSF auditors, providing all required documentation and responding to audit queries promptly
Manage data feeds and manual data entry for investment platforms and ba...
Prepare annual SMSF financial statements, member statements, and fund income tax returns in accordance with Australian legislative requirements
Process and reconcile all investment transactions, including equities, managed funds, property, and term deposits within BGL Simple Fund 360 (BGL360)
Manage the full SMSF compliance cycle, including the preparation and lodgement of annual returns with the Australian Taxation Office (ATO)
Ensure all funds comply with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and related regulations
Calculate and document member contributions, rollovers, pension entitlements, and transfer balance cap positions
Prepare trustee minutes, resolutions, and supporting documentation for fund events and year-end processes
Liaise with external SMSF auditors, providing all required documentation and responding to audit queries promptly
Manage data feeds and manual data entry for investment platforms and ba...