The Firm

SMSF Australia is a niche SMSF practice with offices nationally. Our firm is built on the twin pillars of software automation and technical excellence. Our team includes accredited SMSF Accountants trained and accredited via the SMSF Association of Australia. The firm is dedicated to using the very best automated cloud technologies that allow us to keep costs down for our clients while offering unparalleled technical excellence regardless of the complexity of the fund.

We are passionate about the SMSF space having chosen to build a firm completely dedicated to this niche area that looks after over 1,400 funds a year. Our blend of legal and accounting talent allows us to handle complex matters for our clients such as contraventions, asset splits, ATO queries and advice on unique asset classes.

Who We Are

We are a small but fast-growing team of professionals with the majority based in Adelaide who love to have a bit of fun and pride ourselves on being a cut above the rest by providing amazing value to the Self Managed Super Fund sector. We are committed to building your technical, advisory, leadership and management skills, and balance work with wellbeing and social activities. We want you to enjoy what you do and the community of colleagues and clients you work with.

The Opportunity

We have seen fantastic growth over the past year and are looking for an experienced SMSF Administration Officer with exceptional organisational skills, a passion for supporting others and a desire to grow and support our SMSF team. This is a new position, and we are excited to develop and grow this team.

About The Role

Client email and phone contact; to assist with general and initial sales enquiries

Build and maintain client relationships

ATO and ASIC correspondence and changes

Prepare internal reporting, and client invoices in Xero as required

Preparing rollovers for clients using Class Super, keeping client details up to date in Class Super

Assistance in maintaining the document management system for client records via Microsoft SharePoint

Liaison with third party providers/clients and processing team to ensure delivery of source data, follow up on queries to produce timely EOFY financial reports

About You

To be considered for this position you must have:

Proven experience in a similar administration role, preferably within an accounting or finance environment but this can be easily taught if you are digitally savvy and understand technology!

Experience in the Super space would be desirable but not required for the right candidate keen to learn

Excellent phone and email manner is essential

Excellent computer skills is an absolutely must, if you are not 100% confident with computers you will struggle in this role and not enjoy it

Be accountable for handling client inquiries via calls and emails

High caliber client service and interpersonal skills with the ability to build rapport with all

What We Will Offer You

Competitive remuneration package commensurate with skills and experience

Relaxed and friendly culture in a team which values work-life balance and family friendly practices

The ability to work autonomously and as part of a team, with support and education opportunities

The chance to further your career with a professional and dynamic firm that is in a high growth phase

This is a Hybrid role so working from home some days and ongoing hybrid arrangements are encouraged once you have been part of the office enviroment for the first month or two and have a firm handle on the role

No Recruitment Agencies please