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HUB24 Limited

SMSF Fund Administrator

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Melbourne, Victoria
Junior
Hybrid
Melbourne, Victoria
Junior
The SMSF Fund Administrator will manage the administration and compliance of Self-Managed Superannuation Funds, prepare financial statements and tax returns using Class software, process client transactions, and support general administrative activities. Strong client service skills and attention to detail are essential for successful stakeholder engagement.
The summary above was generated by AI

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.


At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.


HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)


We are looking for a detail-oriented and client-focused SMSF Fund Administrator to join our team. This is a newly created role to support our growing team supporting our new product offering SMSF Access. In this role, you will provide top-quality SMSF Fund administration and client service to internal and external stakeholders, ensuring compliance and operational excellence.

What you'll do

  • Preparing establishment documents for new Self-Managed Superannuation Funds (SMSFs)
  • Preparing annual superannuation financial statements and tax returns using Class software
  • Processing transactions, taxation notices, and correspondence for SMSF clients
  • Managing contributions, pensions, benefit payments, and trustee transactions
  • Ensuring compliance with regulatory requirements and meeting internal and statutory deadlines
  • Preparing audit papers and facilitating audits with external auditors
  • Identifying automation and efficiency improvements within SMSF administration
  • Providing excellent client service and liaising with Advisers to deliver SMSF solutions
  • Maintaining up-to-date technical and regulatory knowledge in superannuation and SMSFs
  • Supporting general administrative activities related to SMSF management

What you'll need

  • At least 1 year of experience in SMSF administration or an accounting practice
  • Practical knowledge of Class / NowInfinity software (preferred)
  • Strong technical knowledge of SMSFs
  • ASIC Corporate Compliance experience or knowledge (preferred)
  • High attention to detail and strong client service skills
  • Excellent communication skills and a professional telephone manner
  • Strong time management skills with the ability to prioritise tasks effectively
  • A proactive, solutions-focused approach with the ability to work collaboratively

THE HUB24 STORY We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians. 


Benefits and Life at HUB24 Learn more about our employee benefits HERE.


Check out why our people love working at HUB24! 

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!


The Recruitment Process: 

- Acknowledgement email once your application has been submitted. 

- Our Talent team will start reviewing your application, if unsuccessful you will be notified. 

- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. 

- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch. 

- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. 

- Communication of outcomes to successful and unsuccessful candidates and feedback provided. 


*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 


2024 Circle Back Initiative Employer – we commit to respond to every applicant. 

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. 

We have been nominated and placed on the BOSS Best Places to work list. 

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative

Top Skills

Class
Nowinfinity

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