Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus!Overview of the roleThe SMSF Accountant is responsible for the preparation, administration, and compliance of Self-Managed Superannuation Funds (SMSFs) in accordance with Australian superannuation and taxation laws. This role requires a strong understanding of SMSF legislation, tax compliance and financial reporting. Main duties include:SMSF Compliance & Administration Prepare annual financial statements for SMSFs, including operating statements and member balances. Complete and lodge SMSF annual returns (SAR) with the ATO. Ensure compliance with the Superannuation Industry (Supervision) Act (SIS Act) and regulations. Maintain accurate fund records, including trust deeds, investment strategies, and minutes. Monitor contribution caps, pension requirements, and minimum drawdowns. Prepare business activity statements quarterly Prepare detailed workpapers to reconcile the SMSF Financial Statements for Audit purposes Taxation & Reporting Prepare SMSF tax calculations and ensure timely lodgement. Manage GST, PAYG, and other relevant tax obligations where applicable. Investment & Transaction Processing Record and reconcile investment transactions including shares, property, managed funds, and alternative assets. Ensure proper classification and valuation of investments. Review and reconcile bank accounts, broker statements, and other financial data. Regulatory Updates & Continuous Improvement Stay up to date with changes in superannuation and tax legislation. Suggest process improvements to enhance efficiency and compliance. Assist with internal training and knowledge sharing. RequirementsBachelor’s degree in Accounting, Finance, or related field. CA, CPA, or progress towards professional qualification. Minimum 2–5 years’ experience in SMSF accounting or public practice. Strong knowledge of Australian superannuation legislation and tax law. Experience with Class 360 SMSF software. Experience with Xero Practice Manager and FYI Docs (not essential) High attention to detail and strong analytical skills. Excellent written and verbal communication skills. BenefitsCompetitive salary and performance-based bonus opportunities500K per incident HMO coverage + Dental & Optical benefits 2-week paid Christmas vacationReferral bonusesOpportunities for professional development and career advancementSupportive and collaborative work environmentFixed Schedule of Mon-Fri from 7 AM to 4 PM
Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus!
Overview of the role
The SMSF Accountant is responsible for the preparation, administration, and compliance of Self-Managed Superannuation Funds (SMSFs) in accordance with Australian superannuation and taxation laws. This role requires a strong understanding of SMSF legislation, tax compliance and financial reporting.
Main duties include:
SMSF Compliance & Administration
- Prepare annual financial statements for SMSFs, including operating statements and member balances.
- Complete and lodge SMSF annual returns (SAR) with the ATO.
- Ensure compliance with the Superannuation Industry (Supervision) Act (SIS Act) and regulations.
- Maintain accurate fund records, including trust deeds, investment strategies, and minutes.
- Monitor contribution caps, pension requirements, and minimum drawdowns.
- Prepare business activity statements quarterly
- Prepare detailed workpapers to reconcile the SMSF Financial Statements for Audit purposes
Taxation & Reporting
- Prepare SMSF tax calculations and ensure timely lodgement.
- Manage GST, PAYG, and other relevant tax obligations where applicable.
Investment & Transaction Processing
- Record and reconcile investment transactions including shares, property, managed funds, and alternative assets.
- Ensure proper classification and valuation of investments.
- Review and reconcile bank accounts, broker statements, and other financial data.
Regulatory Updates & Continuous Improvement
- Stay up to date with changes in superannuation and tax legislation.
- Suggest process improvements to enhance efficiency and compliance.
- Assist with internal training and knowledge sharing.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- CA, CPA, or progress towards professional qualification.
- Minimum 2–5 years’ experience in SMSF accounting or public practice.
- Strong knowledge of Australian superannuation legislation and tax law.
- Experience with Class 360 SMSF software.
- Experience with Xero Practice Manager and FYI Docs (not essential)
- High attention to detail and strong analytical skills.
- Excellent written and verbal communication skills.
Benefits
- Competitive salary and performance-based bonus opportunities
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Referral bonuses
- Opportunities for professional development and career advancement
- Supportive and collaborative work environment
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
ABOUT USVBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.HOW WE STARTEDIn 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members. We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.WHAT WE OFFERwe have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:Accounting, Bookkeeping, and Report ManagementFinancial Planning AssistanceMortgage Broking AssistanceParaplanningIn addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.To learn more about us, visit http://vbp.au.Let's connect!
ABOUT US
VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.
Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
HOW WE STARTED
In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.
Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.
We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.
These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.
WHAT WE OFFER
we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:
- Accounting, Bookkeeping, and Report Management
- Financial Planning Assistance
- Mortgage Broking Assistance
- Paraplanning
In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.
To learn more about us, visit http://vbp.au.
Let's connect!
