SMSF Administrator

SMSF Administrator

Location: Clark, Philippines

Work Arrangement: Remote, Full-time

Shift: Monday – Friday | 7:00 AM – 4:00 PM PHT

Unlock Your Potential! 

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries. 

We are seeking an organized, detail-oriented SMSF Administrator to provide dedicated workflow and administrative support to an Australian Self-Managed Super Fund (SMSF) accounting practice. Operating 100% remotely during daytime business hours, this is a pure administrative position where you will manage data collection, lodgment workflows, system setup, and client correspondence to ensure Australian preparers and reviewers operate with maximum efficiency.

Your Impact

• Fund Setup & Data Coordination: Set up new SMSF client files across software platforms (Class, XPM, FYI, Monday.com); gather bank statements, contribution logs, investment records, and pension documentation required for annual compliance.

• Regulatory & Audit Administration: Collate supporting data for Transfer Balance Account Reports (TBAR); process routine administrative trustee/member changes; download share registry records (Computershare, MUFG); obtain online property valuations; and track external auditor requests.

• Workflow & Lodgment Tracking: Maintain the SMSF compliance calendar, track statutory ATO deadlines, monitor job statuses in practice management tools, and flag operational bottlenecks to team leadership.

• Client & Third-Party Engagement: Correspond directly with Australian trustees, financial advisors, real estate agents, and insurers via professional written communications to request outstanding records or provide status updates.

• Document Management & Drafting: Prepare routine trustee resolutions, meeting minutes, annual minimum pension reminders, and client invoices using firm templates, ensuring all digital records are securely filed per document protocols.

What You Bring

• The Experience: Prior experience in SMSF, superannuation, or professional services administrative support (non-accounting role) within an offshore or outsourced setup serving Australian clients.

• Systems Exposure: Familiarity with Class Super, Xero Practice Manager (XPM), FYI Docs, and Monday.com is highly desirable.

• Domain Knowledge: Understanding of basic Australian SMSF terminology, annual compliance cycles, share registries, and ATO administrative procedures.

• Technical Skills: Intermediate to advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).

• Core Competencies: Meticulous attention to detail, exceptional time management across multi-client portfolios, and clear, highly articulate written and verbal English communication.

Why You’ll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your “Me time.”

• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

• Day Shift Balance: Enjoy a stable daytime schedule (7:00 AM – 4:00 PM PHT), keeping your evenings and weekends completely free.

• Work From Home Freedom: Enjoy the ultimate flexibility of a 100% remote work arrangement from anywhere in the Philippines.

• Specialized SMSF Operations Pathway: Build deep expertise in Australian superannuation administration, compliance workflows, and cloud-based practice management platforms within a premier global delivery team.