SMSF Accountant VA
A senior SMSF accountant who prepares self-managed super fund financial statements, member balances and annual return workpapers for your Australian accounting or advice practice, so your registered tax agent and approved auditor receive complete, compliant files.
- Top 1% vetted talent
- No lock-in contracts
- Replacement guarantee
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Hourly rates · No lock-in contracts
Description
An SMSF Accountant VA supports Australian accounting and advice practices with self-managed super fund financial statements, member balances, reconciliations and annual return workpapers. They can prepare audit packs, monitor contribution limits and maintain fund records in specialist SMSF software. Outsource Teams provides top 1% vetted talent with Australian SMSF accounting experience, no lock-in contracts and a replacement guarantee, while the client's registered tax agent and approved auditor retain lodgement and sign-off responsibility.
Responsibilities
- Prepare annual SMSF financial statements, member statements and investment reports.
- Process contributions, pensions, rollovers and investment transactions with correct tax treatment.
- Reconcile bank, broker, wrap platform and property records to the fund ledger.
- Prepare the SMSF annual return workpapers for the client's registered tax agent to review and lodge.
- Calculate exempt current pension income, transfer balance cap events and minimum pension drawdowns.
- Assemble audit packs and respond to queries from the fund's approved SMSF auditor.
- Track contribution caps, in-house asset limits and other compliance thresholds.
- Prepare actuarial certificate requests and transfer balance account reports.
- Maintain fund records in Class, BGL Simple Fund 360 or SuperMate with data feeds reconciled.
- Flag compliance breaches or unusual transactions to the practice for advice.
Software & Tools
Requirements
- More than 5 years of SMSF accounting experience in an Australian accounting or administration practice.
- Expert user of BGL Simple Fund 360 or Class Super, with experience in Xero and document tools such as FYI or SuiteFiles.
- Sound knowledge of SIS Act rules, superannuation tax rules and ATO reporting obligations.
- Degree in Accountancy; Philippine CPA licence or SMSF Association accreditation is an advantage.
- Prepares files for the client's registered tax agent and approved auditor, who retain sign-off and lodgement.
- Clear written English for workpaper notes and auditor correspondence.
- Reliable, high-speed home internet with backup power, working Australian business hours.
Frequently Asked Questions
What can they prepare?
They can prepare annual financial statements, member statements, investment reports, annual return workpapers and supporting audit files.
Can they handle pension and contribution calculations?
Yes. They can process contributions, pensions and rollovers and calculate relevant contribution and pension information described in the role.
What systems can they use?
They can work with Class Super, BGL Simple Fund 360, Xero, Microsoft Excel and Xero Tax.
Who signs off and lodges the work?
The client's registered tax agent and approved SMSF auditor retain responsibility for sign-off and lodgement.
How much does it cost?
Rates are listed in USD at $9 per hour for entry-level talent, $12 per hour for intermediate and $15 per hour for senior talent. Both full-time and part-time options are available.
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