About Grow SMSF:
Grow SMSF is a leading provider of self-managed superannuation fund (SMSF) services, specialising in compliance, administration, and strategic advice for SMSF trustees. 

We seek an experienced SMSF Accountant to join our team and help us deliver high-quality services to our clients.

Position Overview:
Our accountants are the powerhouses of our business. They focus on delivering SMSF accounting services to our young and aspiring client base. 

This position provides mentoring from an experienced and knowledgeable Senior SMSF Accountant and offers professional growth and development opportunities within the accounting and SMSF industry.

Key Responsibilities:

• Prepare SMSF annual returns, including financial statements and member statements;
• Conduct reconciliations of SMSF bank accounts, investments, and other assets;
• Preparation of SMSF supporting document files for review by our independent auditors;
• Process rollovers, contributions, and benefit payments following superannuation legislation;
• Communicate effectively with clients, using our modern and bespoke customer portal to request documents and collaborate with customers;

Qualifications and Experience:

• Experience working in a specialist SMSF administration team highly regarded;
• Bachelor’s degree in Accounting;
• 3 or more years of experience in SMSF accounting and administration;
• Strong knowledge of Australian superannuation and taxation laws;
• Proficiency in SMSF accounting software (e.g., Class Super (preferred), or SuperMate or BGL software);

Skills and Attributes:

• Strong work ethic;
• Enjoy achieving goals both individually and as part of a team;
• Strong time management and organisational skills;
• Proactive attitude and willingness to learn new skills within your role;
• Strong written and verbal English communication skills;

What We Offer:

• Competitive salary package commensurate with experience
• Opportunities for professional development and career progression
• Supportive and collaborative work environment
• Exposure to a diverse range of SMSF clients and investment strategies

If you are passionate about SMSFs and looking to advance your career, we encourage you to apply for this exciting opportunity at Grow SMSF.

About Grow SMSF

Grow is an entirely digital SMSF administration provider. From setup to ongoing compliance, our team and clients are comfortable working in a paperless environment.

Grow focuses on younger, ambitious wealth accumulator clients. Less than 10% of our clients are in the pension phase.  This focus enables us to deliver a high-quality SMSF solution very efficiently.

We work directly with SMSF trustees, and although financial advisers and other accountants may refer clients to us, we don’t specifically cater to other professionals. Most of our clients find us organically, meaning we are not dependent on any one source of new business, which helps ensure our continued growth. 

Our clients are evenly split across assets such as shares/ETFs (ASX + US), direct property, and crypto. Almost all our clients use the same cash accounts (Macquarie, ANZ V2 PLUS).

Most share/ETF investors are split between a few popular brokers and, likewise, our crypto investors. Again, this commonality enables an efficient approach to completing SMSF accounts with enough variety to ensure the work doesn’t get stale.

We’ve also have a modern and bespoke client portal which has added another layer of efficiency to our business and means less time chasing clients for documents and information and more time getting work done.

About the Position

This role involves completing some SMSF accounts yourself and reviewing the work of at least one intermediate accountant who will have a larger number of SMSF accounts to prepare.

You will be responsible for a portfolio of SMSF clients and must ensure the annual SMSF accounts are completed in alignment with our quality control processes and lodgement program. 

Responsibilities include:

• Requesting required documentation from clients (via our portal);
• Preparing annual SMSF accounts ready for review and audit using Class;
• Liaising with clients about queries;
• Working with our independent auditors;
• Reviewing jobs completed by intermediate SMSF accountants and providing feedback, training and support;

The main KPI we track is completed jobs for you and any other SMSF accountants you oversee.  This number will depend on your capacity and expected remuneration. 

Where required, Grow will provide and secure suitable computer equipment. Candidates must provide their own screens. Multiple screens are essential (salary sacrifice options are available).

Career advancement options for this role include progression to an SMSF Account Manager position.

About You

You must be competent and experienced in preparing SMSF accounts and have previously worked in a similar senior SMSF accountant role. On average, our senior SMSF accountants have more than 10 years of experience. 

You must have multiple years of experience using Class Super or SuperMate. BGL experience is less relevant. We don’t use BGL and do not plan on using it now. 

The more funds you’ve looked after, the better. 

Formal qualifications (CPA/CA) are not required, but they are favourably considered. Specialised experience and a genuine passion for SMSFs are essential. 

The ability to plan your work and execute it is essential. Although you will have access to procedural and technical support, you must be able to work independently. 

You must be competent in all aspects of SMSF administration including:

• All asset types, including property, shares, managed funds, cryptocurrency and any non-standard investment;
• Both accumulation and pension funds;
• Onboarding of existing SMSFs;
• SMSF windups;

Strong computer skills are essential, especially in Excel/Google Sheets. If you need help with your formulas, no judgment if you use ChatGPT—in fact, it’s encouraged!

This role provides flexibility and would suit someone who is performance driven, wants to complete valuable work that fits into their life, rather than their life needing to fit into their work schedule. 

Being a 100% work-from-home role, this position is not suitable for people who enjoy:

• A highly sociable work culture;
• Office politics;
• No forks in the team kitchen;
• Meetings that could have been emails.

Our business is growing fast, and this growth creates opportunities. Although this role is remote, there will still be opportunities for advancement and professional development.

This is a highly autonomous role; we will only recruit high-performing individuals. 

Further Information

Direct accountability and the requirement to work with our systems and processes are at the core. 

If this role sounds like you, please submit your details, and if we’re interested in speaking further, we will contact you. 

NOTE TO RECRUITERS: Please do not contact us about this role. We will not accept candidates from recruitment agencies; any unsolicited contact will result in a permanent block. If we need your services, we will reach out.

About Grow

Grow is a specialist SMSF accounting business that looks after aspirational investors from all parts of Australia. 

We are rapidly growing and are looking for an SMSF administration support person to join our team.

Providing our customers with a fantastic experience differentiates Grow from other accountants and SMSF providers. We do this by merging great technology with excellent service.

You will receive company-specific training. However, you will need experience in an administrative support or associate role in accounting, financial services, banking or legal space.

Key duties:

• Monitoring incoming emails and live chat messages and routing to the correct team members;
• Answering basic (non-technical) customer questions about our services;
• Managing customer details in our CRM to ensure things are accurate and synchronised across multiple systems;
• Establishment of new entities (companies, SMSFs and bare trusts) for customers following our tailored systems and processes;
• ASIC maintenance and lodgements, including submitting common forms and answering customer questions on ASIC fees;
• ATO maintenance, including updating details and checking payment details;

Skills and experience required:

• Excellent communication skills – both verbal and written;
• Naturally happy and positive communicator;
• Experience working in a support role in either accounting, financial services, finance, banking or legal;
• Very comfortable working with technology, including the Google Apps Suite, Xero and other web-based apps and have a high awareness of cyber security principles;
• Experience working with Xero, ASIC and ATO portals will be highly regarded;
• Direct or adjacent SMSF experience will be highly regarded.

Key Information

We work with sensitive customer information, so trust is paramount. 

You will work in our admin team and receive job-specific training and support to get you up to speed with how we do things. This will include walkthroughs of our processes to gradually build your knowledge and confidence in how we do things and how it helps our customers. 

Our business relies heavily on technology and has been 100% digital from day one, so no legacy systems or paper. Our customer support platform centralises all our email, live chat, and text message communication in one place, making it easier to support our customers efficiently. We have a bespoke portal for our customers and internal team covering workflow and tasks.

Opportunities for growth and career advancement are available, as we’re a fast-growing business with a competent team. Over the long term, this role could develop into a back office management role or a sales and business development role. 

The role will be a remote support role and success will depend on your performance and ability to work unsupervised on completion of your training.

This role is full-time and aligns to Queensland, Australia business hours (9am – 5pm AEST). 

About Grow

Grow is a specialist SMSF accounting business that looks after aspirational investors from all parts of Australia. 

We are rapidly growing and are looking for a Customer Success Specialist to join our team.

Providing our customers with a fantastic experience differentiates Grow from other accountants and SMSF providers. We do this by merging great technology with excellent service.

You will receive company-specific training. However, you will need experience in a customer support or associate role in accounting, financial services, banking or legal space.

Key duties:

• Handling inbound ‘sales’ enquiries from potential customers investigating Grow as an SMSF provider;
• Monitoring incoming emails and live chat messages and providing timely responses;
• Answering basic (non-technical) customer questions about our services;
• Entering customer details in our CRM;
• Providing procedural support to our customers through all stages of their SMSF journey, with a focus on the SMSF setup process;
• Opening of new accounts with our banking and investment platform partners (from customer instruction);

Skills and experience required:

• Excellent communication skills – especially verbal and also written;
• Naturally happy and positive communicator;
• Experience working in a support role in financial services, finance, banking or legal;
• Very comfortable working with technology, including the customer service apps like Intercom, Zendesk, etc, and other web-based apps;
• Have a high awareness of cyber security and privacy principles;
• Direct or adjacent SMSF experience will be highly regarded.

Key Information

We work with sensitive customer information, so trust is paramount. We do not provide financial advice as we do not hold an AFSL. Potential customers have either decided to set up an SMSF or already have one, and now they’re looking for a suitable SMSF business to help them.  

You will work as part of our new business team and receive job-specific training and support to familiarize yourself with our processes. This will include walkthroughs of our processes to gradually build your knowledge and confidence in how we do things and how they help our customers. 

Our business relies heavily on technology and has been 100% digital from day one, so no legacy systems or paper. Our customer support platform centralises all our email, live chat, and text message communication in one place, making it easier to support our customers efficiently. We have a bespoke portal for our customers and internal team covering workflow and tasks.

We have incorporated AI into many parts of our business; however, our customers still desire to speak to a human before using Grow’s services. 

Opportunities for growth and career advancement are available. Over the long term, this role could develop into a new business manager or marketing role. 

The role will initially be an in-office role on the Gold Coast to enable intensive role-specific training, but you have the option of transitioning to a remote support role. Success will depend on your performance and ability to work unsupervised after you complete your training.

This full-time role is aligned with Queensland, Australia’s business hours (9 am—5 pm AEST). 

SMSF Quality and Technical Manager

*This role is still being developed and will not open up until the 2026 calendar year*

Grow SMSF is seeking an experienced SMSF professional to join our team. This 100% remote work-from-home position requires deep SMSF technical expertise, practical SMSF administration experience and superb communication skills.

This role has come from the fast organic growth of our client base and is part of a larger strategic plan as the business scales its operations. 

About Grow SMSF

Grow is an entirely digital SMSF administration provider. From setup to ongoing compliance, our team and clients are comfortable working in a paperless environment. In addition to using industry-leading SMSF software like Class, we have a modern and bespoke customer and team portal. 

Grow focuses on younger, ambitious wealth-accumulator clients, but we have a diverse client base and no shortage of opportunities. New and existing SMSF trustees join Grow daily. We have a culture of teamwork, curiosity and aspiration. 

Although financial advisers and other accountants may refer clients to us, we don’t specifically cater to other professionals. Most of our clients find us organically, meaning we are not dependent on any one source of new business, which helps secure our continued growth. 

About the Position

This role involves leveraging your technical SMSF expertise to assist Grow’s customers and the team.

The client-focused parts of the role include:

• Answer technical SMSF questions from our client base (phone/email);
• Hands-on delivery of project-related work that falls outside the scope of annual accounts or SMSF establishment services, for example, pension work, tax and SMSF compliance advice, changes of trustee (no financial advice);

The team-focused parts of the role include:

• Answer technical questions from our customer success and accounting teams;
• Quality reviews of work produced by our SMSF accounting team;
• Responsibility for our internal quality control systems;
• Conduct both ad-hoc and scheduled training sessions with a major focus on upskilling the capabilities of both our experienced accountants and less experienced team members.

This role is a senior position in the organisation, reporting directly to the CEO. You will also work closely with our SMSF accounting production manager (they are responsible for productivity and lodgement KPIs).

KPIs

• Revenue from project-related technical and SMSF consulting services;
• Queries raised by our independent auditors;
• Internal training hours delivered;
• Internal knowledge base items created.

About you

You will have significant experience in large SMSF accounting divisions or within a specialist SMSF administration business. You likely will have SMSF accounting experience.

Your communication skills must be superb. You will need to communicate effectively (both written and verbal) to anyone, from a new SMSF trustee just starting their journey to an experienced SMSF accountant with over 10 years of experience. 

As this role is remote, you can be based anywhere in Australia, but you must be comfortable working and developing relationships with the team via electronic channels. Being good with technology and having experience with SMSF accounting platforms like Class, SuperMate and BGL is also essential.  

You must be practical, results-orientated and not afraid to get your hands dirty.

Previous experience in a similar role is essential, and specialist SMSF qualifications are highly desirable. 

Further Information

Our business is growing fast, and this growth creates opportunities. Although this role is remote, there will still be opportunities for professional development and to make this role your own. 

This is a management level role, and remuneration will be commensurate with the market and your experience level.

This is a highly autonomous role; we will only recruit high-performing individuals. 

If this role interests you, contact our founder for a confidential discussion.

NOTE TO RECRUITERS: Please do not contact us about this role. We will not accept candidates from recruitment agencies, and any unsolicited contact will result in a permanent block. However, we will contact you if we need your services.