About the Opportunity
Are you an experienced SMSF professional ready to lead a high-performing team in the continued growth of a sophisticated, advice-led SMSF business?
This is a rare opportunity to step into a role within a successful and growing wealth management business—part of a broader national financial services group offering wealth management, investment and superannuation advice and services.
With over 2,500 funds currently administered and advised—and expanding—this organisation is known for its technical excellence, strong adviser relationships, and ongoing investment in system efficiency.
You’ll report to the Director and act as 2IC, with supervision of two experienced Team Leaders and a broader team of 12 professionals under your leadership. Your impact will be felt across operations, systems, people development, and adviser support.
Key Responsibilities
- Provide day-to-day oversight and mentoring to the SMSF teams whilst being “hands on” and responsible for financial statements, fund establishment and administration
- Key focus on review of the early career/assistant/associate accountant’s work
- Serve as a key technical resource on complex matters—internally and to aligned advisers across the group
- Oversee workflow, compliance, and client service
- Partner with the Director on strategy, growth, and innovation initiatives
- Continuously improve systems and processes to support scalable, efficient operations
- Collaborate with advisers and internal stakeholders to ensure smooth fund administration and delivery
- Support succession planning through people development and technical uplift
- Liaise with Auditors, the ATO and external stakeholders
- Proven experience — team leadership or second-in-charge looking to grow within a large group with a national presence
- Strong technical knowledge of SMSF tax, structuring, strategies, compliance and regulatory obligations
- Confidence working with and supporting financial/investment advisers
- Experience with Class, BGL or equivalent platforms
- A solutions-oriented person who is collaborative, enjoys being hands on and overseeing, developing and empowering a team
- Strong communication, interpersonal, and stakeholder management skills
- CA/CPA qualified
- Be part of a thriving, forward-thinking SMSF operation backed by a respected national group
- Direct line to decision-makers with a clear voice in strategy and process improvement
- Culture of excellence, collaboration, and professional development
- Real opportunity for short and long-term (equity) incentives
- Flexible work arrangements and industry-leading systems
- Make your mark in a business that values people, performance, and purpose
To express interest in this opportunity, please apply via Seek or LinkedIn. All applications will be treated with strict confidence. If you require a confidential conversation, please call Ric Zanetti on 0413020864 or Ben MacKenzie on 0400302396.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
