SMSF Supervisor

SMSF Supervisor

  • Salary $120K + Bonus
  • Close to public transport
  • Location Moonee Ponds

This role requires you to manage the SMSFs team of two. A ‘hands on’ role that will require you to complete some of the very complex and large funds whilst advising junior staff.

The Role:

  • Manage the whole SMSF area with funds up to $20M.
  • Prepare accounts for each fund with  tax returns, ready for audit.
  • Advise on all questions regarding pension rules and draw downs.
  • Give technical advise to the SMSF team and BS/Tax accountants in the Firm.

You:

  • Have extensive SMSF experience of between 5-10 years.
  • Can manage and mentor staff.
  • Are an excellent communicator capable of liaising with clients and financial planners.
  • Have experience with both BGL360 and Class Super.

The Benefits:

  • Partners are approachable and ‘down to earth’ types. They have created a great culture and team environment.
  • Generous bonus on achieved KPIs.
  • Annual salary reviews.

The Next Move:

Call John Linnett for a highly confidential discussion about this role on (03) 9826 4133If you need adjustments when applying let John know otherwise forward, in total confidence, your CV to john@teamexec.com.au JL/6362 Your application will be handled with discretion and trust.

To apply for this job email your details to john@teamexec.com.au.