Family Office Finance Manager

About the role

The Family Office Finance Manager will provide confidential, end‑to‑end management of the CEO’s personal financial affairs, allowing the executive to focus on strategic leadership of Vuly Play.

Key responsibilities

• Manage and reconcile the CEO’s personal bank accounts, maintain a rolling cash‑flow forecast and produce a quarterly personal balance sheet.
• Oversee all personal credit‑card accounts and debt facilities (mortgages, loans, lines of credit), ensuring timely payments and monitoring refinancing opportunities.
• Administer the CEO’s Self‑Managed Super Fund (SMSF) and coordinate personal and fund tax return lodgements with external advisers to meet ATO deadlines.
• Process payroll for household employees and contractors, ensuring compliance with SuperStream and Single Touch Payroll (STP) obligations.
• Handle personal accounts payable within approved thresholds and manage invoice payments.
• Maintain a comprehensive register of personal insurance policies, overseeing renewals, premium payments, coverage reviews and claims liaison.
• Securely store personal legal documents (wills, powers of attorney, trust deeds, titles, shareholder agreements) and coordinate with solicitors on key dates.
• Prepare financial summaries, net‑worth statements and ad‑hoc reports, managing all correspondence with personal advisers while preserving confidentiality.

Required profile

• Minimum 5 years’ experience in bookkeeping, accounting or personal financial management.
• Demonstrated experience managing private‑client finances, including banking, credit facilities and debt administration.
• Working knowledge of SMSF administration and Australian superannuation compliance obligations.
• Proven ability to handle highly confidential information with absolute discretion.

Required skills

• Proficiency with accounting software such as Xero, MYOB or QuickBooks.
• Advanced Microsoft Excel skills for reporting and forecasting.
• Familiarity with payroll processing and SuperStream/STP requirements.