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SMSF Setup Admin

Hatcher Advisory
Angeles
PHP 40,000 - PHP 50,000 a month

Location

Angeles

Full job description

The Superfund Cusp (SMSF Setup Admin) is a cornerstone of our team, confidently managing Self-Managed Super Funds (SMSFs) with clarity and assurance. This role is all about ensuring seamless setup, management, and compliance of SMSFs, fueling our Future Fortress Division's commitment to delivering exceptional service.

This position strengthens our dedication to providing reliable and efficient SMSF admin services, boosting client satisfaction and driving our growth. We value transparency and direction, ensuring our clients feel confident every step of the way.

About the role:

  • Setup SMSF entities, tax and ESA registrations.
  • Database maintenance and updates.
  • Process and monitor rollovers via SuperStream.
  • Send out ASIC annual reviews specific to SMSF corporate Trustees to clients for signing and payment.
  • Onboarding/Offboarding of new SMSF clients.
  • Preparation of Binding Death Benefit Nomination forms.
  • Preparation of Pension Commencement documents.
  • Preparation of documents in adding new SMSF members.
  • ATO & ASIC communications specific to SMSFs and their Trustees.
  • Assist the Future Fortress Division in calling clients or third parties to follow up for any pending jobs/information.
  • Send out weekly progress updates to clients.

About you:

  • Must know Australian SMSF rules and regulations
  • At least 3 years of experience in Australian accounting and taxation
  • At least 2-3 years of admin experience
  • Can work in a fast-paced environment
  • Can perform well under pressure
  • Must be detail oriented and meticulous
  • Must be willing to work onsite in our Angeles office if you are residing in Pampanga

About Hatcher Advisory:

Hatcher Advisory is a holistic, future-focused strategic advisory and accounting firm that helps businesses and their leaders navigate their finances with more confidence and clarity than they ever thought possible.

We focus on the humans behind the business - the people who are core to its success - to foster growth beyond business.

We work with leaders, owners and entrepreneurs to grow the wealth and scale of their businesses as well as their personal financial leadership, so they can make empowered decisions and a bigger impact in the world.

Learn more about us here: http://hatcher.com.au/

Job Type: Full-time

Pay: Php40,000.00 - Php50,000.00 per month

Schedule:

  • Day shift
  • Monday to Friday

Supplemental Pay:

  • Yearly bonus

Experience:

  • Australian accounting and taxation: 3 years (Required)
  • admin assistance: 2 years (Required)
  • Australian SMSF rules and regulations: 1 year (Preferred)

Location:

  • Angeles City, Pampanga (Preferred)