This specialist SMSF firm manages approximately 700 self-managed super funds and is structured to deliver high-quality outcomes through a combination of experienced local leadership and a dedicated offshore processing team. The model allows senior professionals to focus on client relationships, technical oversight, and governance rather than transaction processing.
Job Description
This role is responsible for a defined portfolio of approximately 250 SMSF clients. You will act as the primary relationship owner for your funds, managing the beginning-to-end lifecycle while leveraging an established offshore team for day-to-day processing.
The role is highly client-facing and suited to someone who enjoys accountability, autonomy, and acting as a trusted point of contact.
Key responsibilities include:
- Owning and managing relationships for an allocated portfolio of SMSF clients
- End-to-end responsibility for fund delivery, including planning, review, and lodgement
- Direct liaison with clients, the ATO, auditors, and external advisers
- Reviewing and overseeing work prepared by the offshore team to ensure accuracy, compliance, and timeliness
- Handling exceptions, technical matters, and time-critical items locally
- Managing workflows, deadlines, and quality outcomes across your portfolio
- Ensuring services are delivered in a professional, compliant, and commercially efficient manner
Successful Applicant
You will be a commercially minded SMSF professional with:
- Strong SMSF experience and confidence managing client relationships
- Solid technical understanding across compliance, pensions, and regulatory obligations
- Experience reviewing work rather than processing high volumes yourself
- CA or CPA qualification, or relevant SMSF specialist credentials
- A professional, client-first communication style
What’s on Offer
- Manager-level remuneration aligned to responsibility and experience
- A role focused on relationships and oversight, not data entry
- Support from a dedicated offshore processing team
- Sustainable workload and clear fund ownership
- Opportunity to build long-term client relationships within a specialist environment
Please contact:
jill.yeoh@profusiongroup.com
0434 087 865
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 orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
