Explore SMSF Home＋
The guided operating system for self-managed super funds
Bring your SMSF home.
Bring the fund together, understand what matters and prepare the next step—while remaining in control.
Powered by Home Helper™Built for trustees. Professionals add value when invited; the trustee workspace remains fully usable without connecting a professional through SMSF Home.
Home Helper™
Understand. Act. Prepare.
Record position
In view
Evidence
Connected
Fund view
Current
Fund position
→What needs attention
→Assets
→Evidence readiness
→Professional access
→Contextual guidance where the fund work happens.
Private trustee workspace
Built around real fund records
Guidance where the work happens
The problem
Your SMSF exists in too many places.
Documents in folders. Figures in spreadsheets. Requests in email. Assets in separate portals. Decisions buried across years of activity.
SMSF Home brings the fund together.
What changes
Guidance without losing control.
01
Understand
See the fund position and understand why an issue, record or deadline matters.
02
Act
Move from information to a clear next step without searching across disconnected systems.
03
Prepare
Connect the supporting evidence and prepare cleaner context when professional input is appropriate.
Home Helper™
General information is not enough when the fund needs a next step.
Home Helper™ is the contextual guidance system within SMSF Home. It helps trustees understand what matters, what to record, what evidence to prepare and when specialist support may be appropriate.
Guidance appears alongside the fund work—not in a separate library the trustee has to interpret alone. It supports informed preparation; it does not provide financial, tax, legal or audit advice.
See how Home Helper™ worksOne connected system
More than a dashboard. More than a document vault.
SMSF Home connects the major parts of the fund into one operating view, with contextual guidance that helps the trustee move from understanding to preparation.
Setup
Financials
Assets
Evidence
Compliance
Professionals
From setup through annual review, asset ownership and retirement, the fund has one operating home.
Intelligence across SMSF Home
Coming soonLess data entry. More useful fund preparation.
MyHomeAI™ is being designed to work across the SMSF Home experience—not as a separate chatbot, but as practical assistance where fund work is already happening.
Bring records in
Read uploaded SMSF documents and prepare structured fund information for trustee review.
Keep records moving
Help identify information that may need confirmation, connection or follow-up.
Support asset work
Assist with preparing asset details and supporting evidence inside the relevant module.
Prepare cleaner handovers
Help organise trustee-confirmed records for a trustee-authorised professional workflow.
MyHomeAI will prepare and assist. Trustees remain in control of what is confirmed, and professionals remain responsible for their own conclusions.
Professional support
Work with professionals without handing over the fund.
Your accountant, auditor, adviser, lawyer or broker may support the fund. SMSF Home gives them a better organised fund to work with while the trustee remains in control.
For SMSF ProfessionalsBuilt around the fund lifecycle
Wherever the fund is today, it still needs a system.
Clear boundary
Not the accountant. Not the adviser. The operating system.
SMSF Home does not replace your accountant, auditor or adviser. It gives everyone a better organised fund to work with.
Bring your SMSF home
Your fund already has moving parts. Give them one operating system.
Start a conversation
Interested in the software, the ecosystem or where SMSF Home is going?
Talk with us about the product, professional participation, partnerships, investment or industry opportunities.