About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

The Finance Team at Netwealth comprises of two main functional areas.  These are the Corporate Accounting and Product Accounting teams.  The Corporate Accounting team is responsible for the financial information for the corporate entities in the Netwealth Group, including the listed entity (Netwealth Group Limited), the companies that hold our licenses (Netwealth Investments Limited), and all support functions including payroll and managing company expenditure.  This team provides information to support the decision-making process of management as well as fulfilling our statutory requirements including financial reporting and tax returns.

The Product Accounting team is responsible for the financial information for the products and services that Netwealth offers and administers.  This includes the Netwealth Superannuation Master Fund, the Netwealth Wrap Service, a series of Managed Investment Schemes and provide administration and accounting services for self-managed superannuation funds.  The Product Accounting team ensures that all financial information is accurate and complete.  Management and statutory reporting as well as reconciliations are the key deliverables from this team.

About you

The ideal candidate will have expertise in Superannuation Master Fund financial reporting, management reporting, financial analysis, APRA reporting, and ATO lodgements, including income tax and BAS/GST.

This role requires a detail-oriented professional with excellent analytical skills who can thrive in a fast-paced environment

• Advanced Excel and Power BI experience
• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or CA qualification preferred.
• 3 - 5 years of experience in a similar role, with a focus on superannuation funds.
• Strong knowledge of financial reporting standards and regulatory requirements.
• Proficiency in accounting software (Acurity) and Microsoft Office Suite.
• Superannuation Industry knowledge and IDPS Super platform experience highly regarded.
• A desire to constantly seek improvements and innovation to existing processes and procedures that will result in substantially improved efficiencies or client experience

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in.  When you're at your best, we're at our best!

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office.  We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth.  Some of these include:

• Family-friendly workplace, with parental leave and a kid's holiday programme
• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
• We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
• Support for community involvement through volunteering and our Netwealth Impact Group

Apply now!

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce.  We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives.  We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway!  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au

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