Geetha V.

About Geetha V.

Dynamic and results-driven SMSF Specialist with 15 years of deep experience across SMSF operations, administration, compliance, and client delivery. Known for building efficient processes, ensuring regulatory accuracy, and leading high-performing teams to deliver high-quality outcomes for trustees, auditors, Accounting firms and financial advisers.I have managed large portfolios, optimised workflows, and strengthened service delivery models for SMSF outsourcing operations. My expertise spans end-to-end SMSF administration, annual compliance, TBAR reporting, contributions, pension setup/commutations, and audit coordination. With strong stakeholder communication and an operations-first mindset, I consistently improve timelines, accuracy, and scalability.I’m passionate about transforming SMSF functions into high-quality, technology-enabled, client-focused service units.

Experience

1. Manager

   AccSource

   Jun 2024 — Present · Chennai, IN

   Managed complete SMSF operations across compliance, administration, tax preparation, and audit support for diverse portfolios.Oversaw preparation of financial statements, tax returns, TBAR lodgements, contribution strategies, pension setup/commutations, and year-end compliance deliverables.Led teams to deliver accurate reports within SLAs, improving turnaround time and reducing errors through strong review controls.Implemented process enhancements to scale SMSF outsourcing functions.Acted as the primary liaison for clients, Tax agent, administrator, auditors, and ensuring clear communication and timely issue resolution.Developed and trained teams on SMSF regulations, operational standards, and new compliance changes.Improved audit efficiency by standardising workpapers, reducing review cycles, and enhancing data quality.

Education

• University of Madras

  Master of commerce, Accounting and Finance