Accounting firms ✦ SMSF ✦ Dedicated

SMSF administration
assistant

Fund data processed, investments reconciled, workpapers built and the audit pack assembled — the volume half of SMSF administration, handled, so your specialists handle the fund-specific judgement.

Book my 30-minute call →or run the numbers for your role →
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
Audit-readyWorkpapers assembled
~2 wksBrief → first day

SMSF work is volume dressed as complexity

A fund is genuinely technical in a handful of places — contribution caps, pension calculations, in-house asset rules, anything unusual in the deed. Everywhere else it is data: broker statements, dividend reinvestments, property expenses, bank feeds, rollovers, all of which must be captured accurately and reconciled before anyone can think.

Practices tend to have one or two people who know SMSF well, and those people spend most of their time on the data rather than the technical calls. That is an expensive way to process a broker statement.

An administration assistant takes the volume: processing, reconciliation, workpaper assembly and audit prep. The technical positions stay where they belong.

What they process

  • Fund data processing — Bank, broker, wrap and platform data captured and coded into your SMSF software.
  • Investment reconciliation — Holdings reconciled to statements, corporate actions applied, cost bases tracked.
  • Income processing — Dividends, distributions, franking credits and reinvestments processed with the tax components captured.
  • Property and expense processing — Rental income, expenses, loan schedules and depreciation captured against the right fund.
  • Workpaper assembly — Standard workpaper sets built and evidenced so your reviewer opens a complete file.
  • Audit pack preparation — Everything the auditor requests, gathered and indexed, with the queries chased.
  • Trustee document chasing — Following up minutes, declarations and signed statements on a schedule rather than at the deadline.

What stays with your specialists

SMSF is a regulated space with independence requirements. The processing travels; the positions, the audit and the advice do not.

  • AuditThe fund audit is independent by law. An offshore assistant preparing the file cannot be involved in auditing it.
  • Actuarial certificatesObtained from the actuary. Not calculated in-house by an assistant.
  • Technical positionsContribution caps, pension strategy, in-house asset tests, compliance breaches — all escalated to your SMSF specialist.
  • Trustee adviceAnything a trustee would rely on stays with your licensed or registered staff.
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Questions

Frequently asked

Which SMSF platforms can they work in?
Whichever you already run — the market is concentrated enough that we can match on it. Tell us the platform on the call and we will tell you honestly whether we have people with real experience in it or whether they would need a few weeks to get fluent.
Is fund data safe offshore?
They work inside your platform as a named user, so the data never leaves your systems and every action is attributed. Access is revoked instantly if needed. Treat it exactly as you would a remote employee in another Australian city — the controls are the same ones.
Can they handle a fund with unusual assets?
Processing, yes — collectables, unlisted holdings and property all get captured the same way. What they will not do is form a view on whether an asset satisfies the in-house asset rules or the sole purpose test. That gets flagged.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.