AddressHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
This is an opportunity to be part of our SMSF Access Product, providing an affordable solution designed to meet the needs of clients wishing to derive the benefits of a SMSF without the associated cost and complexity.
It is the first initiative to come out of the acquisition of CLASS by HUB24 and is already garnering much hype and interest in the market. This is your opportunity to join HUB24 operations and be part of a newly established team that services this product, leveraging CLASS technology and HUB24 investment arm.
In this role you will be responsible for providing the highest quality self-managed superannuation fund (SMSF) compliance service, corporate trustee compliance service and client service to internal and external stakeholders.
- Carry out supervisory arrangement on behalf of HUB24 Management Services Pty Ltd to meet Tax Practitioners Board requirements.
- Prepare quarterly SMSF reports and documents to meet all the quarterly regulatory compliance requirements for SMSFs (including but not limited to BAS, IAS, TBAR).
- Prepare annual SMSF reports and documents reports to meet all the annual regulatory compliance requirements.
- Prepare SMSF pension establishment reports and minutes.
- Reconcile SMSF annual financial reports.
- Prepare working papers to meet SMSFs’ periodic, quarterly and annual regulatory reporting and compliance requirements.
- Liaise and facilitate SMSF audit with the external auditor.
- Ensure clients (via their Advisers) are made aware of their compliance obligations.
- Liaise with Advisers to ensure SMSF compliance requirements are met.
- CA or CPA qualified
- Registered Tax Agent with Tax Practitioners Board
- SSA® or working towards SSA® qualification.
- Minimum 2 year in a similar role
- Practical knowledge of Class software
- Good SMSF technical knowledge
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
HUB24 Employee Benefits
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
“Delivering innovation that creates value for you and your clients”
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
