About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The opportunity

We’re looking for an experienced Fund Accountant to join our SMSF Accounting team at Netwealth. This role plays a key part in delivering accurate, timely and compliant reporting for the self‑managed super funds we administer, working closely with advisers, trustees and auditors.

With the majority of SMSF assets held on the Netwealth Wrap Service, this is a great opportunity for someone who enjoys technical SMSF accounting, end‑to‑end ownership of funds, and being part of a high‑performing, collaborative team.

What you’ll be doing

• Preparing annual financial statements, tax returns and member statements for SMSFs

• Processing and reviewing transactions including contributions, rollovers, benefit payments, expenses and investment trades

• Monthly transaction processing, record and review contributions, rollovers, benefit payments, expenses, and investment trades to keep SMSF accounts up to date

• Managing day‑to‑day SMSF administration to ensure accounts are accurate and up to date

• Preparing audit workpapers, liaising with external auditors and responding to audit queries

• Coordinating with advisers, trustees, auditors and the ATO to meet compliance and lodgement deadlines

• Preparing BAS/IAS and PAYG summaries where required

• Maintaining compliance documentation and checklists

• Supporting the wider Product Accounting team as needed

About you

• 2+ years’ experience in SMSF accounting

• Strong working knowledge of SMSFs, the SIS Act and regulatory requirements

• CA or CPA qualified (or working towards)

• Experience using SMSF software — Class experience highly regarded

• High attention to detail with the ability to manage work end to end

• Confident working autonomously while collaborating effectively with others

• Strong time management and stakeholder communication skills

• Comfortable supporting advisers and clients with SMSF compliance obligations

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at people@netwealth.com.au

Apply now and help us shape a brighter financial future!