SMSF Accountant
Prepare SMSF financial statements and compliance documentation ahead of audit, keeping funds on track for their lodgement deadlines.
Bookkeeping
Process transactions and reconcile accounts in Xero/MYOB.
AP & AR
Manage supplier payments and customer receivables.
Payroll
Process pay runs and maintain employee records.
Management Reporting
Prepare reconciliations, statements and management reports.
Tax & Compliance (SMSF)
Prepare tax returns and compliance documentation for review.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Audit-ready SMSF files delivered on time — because fund transactions and compliance documentation are prepared to a consistent, current standard.
What this role owns day to day
Core responsibilities
- Prepare SMSF financial statements and compliance documentation
- Process fund transactions and reconciliations
- Prepare audit-ready working papers for each fund
- Track regulatory lodgement deadlines across the fund book
Works inside
Reported on weekly
| Jobs completed | Fund files prepared to standard |
| Turnaround | Time from data received to draft ready |
| Audit readiness | Files passing auditor review first time |
| Deadline compliance | Funds lodged ahead of due date |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around BAS and EOFY deadlines.
Early-start or late-finish shifts, by agreement
Seasonal scaling
Additional dedicated resources during tax season and EOFY peaks.
Scale up seats for peak season, scale back down after
What "no that's not my job" looks like in practice: a fund transaction doesn't fit standard SMSF compliance rules — it still gets researched and documented properly instead of being flagged as "probably fine."
What stays with your authorised staff
Final SMSF audit opinion, advice and trustee sign-off remain with authorised personnel. This role prepares — it doesn't audit or advise.
The market backdrop for SMSF accounting hires
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, wherever transactions need reconciling
Strip away the practice-specific software and this role is a recognisable shape: process transactions accurately, reconcile against a source of truth, and hit a recurring deadline.
Doing this in-house with stretched staff, or paying a third party
- SMSF season creates sharp capacity spikes
- Compliance documentation quality varies under pressure
- Audit queries take longer to resolve
A dedicated SMSF accountant, outsourced to us
- One resource whose only job is your SMSF book
- Reports to your own practice manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Financial Services & Insurance
Regulatory compliance preparation follows the same documentation-and-deadline discipline.
Compliance systemsMortgage Broking
Compliance pack preparation for lending mirrors tax compliance preparation closely.
Compliance checklistsReal Estate & Property Management
Trust account compliance and audit preparation is a near-identical discipline.
Trust accountingProfessional Services & Consulting
Statutory and regulatory reporting support transfers directly to this skillset.
Compliance platformsNo guessing what this role worked on. Full sample report on the Accounting page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated SMSF Accountant
Ready to add this role to your team?
Tell us your SMSF book size and lodgement calendar — we'll shortlist candidates against your actual task list.