Oversee the SMSF lifecycle, including fund establishment, ongoing administration, annual audit preparation, activity statement preparation, and taxation compliance. […]
Stay informed on legislative and regulatory changes affecting SMSFs, including contribution caps and their impact on individual member tax returns. […]
Liaise with clients, investment advisors, independent auditors, and team members to address inquiries, explain complex financial concepts, and collect necessary information. Plus the opportunity to have regular direct contact with the firm’s Partners. […]
In-depth understanding of...