Assist in preparing SMSF financial statements, tax returns, and annual compliance reports.
Perform daily processing of SMSF transactions including investments, contributions, rollovers, and pensions.
Maintain member balances, pension accounts, and contribution caps.
Reconcile bank accounts, share registries, and other investment portfolios.
Assist in preparing workpapers for SMSF audits.
Ensure compliance with ATO, SIS Act, and relevant superannuation regulations.
Support lodgment of BAS, TBAR, and other ATO forms related to SMSFs.
Liaise with external auditors, trustees, and financial advisors as needed.
Keep records up to date and assist in year-end finalization.
Bachelor s degree in Accounting, Commerce, or a related field.
2-3 years of experience in SMSF administration or accounting (Australian domain).
Familiarity with Australian superannuation and SMSF rules.
Proficient in using SMSF accounting software such as Class Super, BGL360, or SuperMate.
Strong skills in Excel and general accounting tools.
Excellent attention to detail and time management.
Good communication skills for client coordination and internal collaboration.
Velan Info Services India Pvt. Ltd.
A1, Harsha Garden Masakalipalayam Road, Uppilipalayam Coimbatore - 641 015 INDIA