SMSF Accountant

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The opportunity

Were looking for an experienced Fund Accountant to join our SMSF Accounting team at Netwealth. This role plays a key part in delivering accurate timely and compliant reporting for the selfmanaged super funds we administer working closely with advisers trustees and auditors.

With the majority of SMSF assets held on the Netwealth Wrap Service this is a great opportunity for someone who enjoys technical SMSF accounting endtoend ownership of funds and being part of a highperforming collaborative team.

What youll be doing

• Preparing annual financial statements tax returns and member statements for SMSFs

• Processing and reviewing transactions including contributions rollovers benefit payments expenses and investment trades

• Monthly transaction processing record and review contributions rollovers benefit payments expenses and investment trades to keep SMSF accounts up to date

• Managing daytoday SMSF administration to ensure accounts are accurate and up to date

• Preparing audit workpapers liaising with external auditors and responding to audit queries

• Coordinating with advisers trustees auditors and the ATO to meet compliance and lodgement deadlines

• Preparing BAS/IAS and PAYG summaries where required

• Maintaining compliance documentation and checklists

• Supporting the wider Product Accounting team as needed

About you

• 2 years experience in SMSF accounting

• Strong working knowledge of SMSFs the SIS Act and regulatory requirements

• CA or CPA qualified (or working towards)

• Experience using SMSF software Class experience highly regarded

• High attention to detail with the ability to manage work end to end

• Confident working autonomously while collaborating effectively with others

• Strong time management and stakeholder communication skills

• Comfortable supporting advisers and clients with SMSF compliance obligations

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!