Bring records in
Read uploaded SMSF documents and prepare structured fund information for trustee review.
Explore SMSF Home＋
SMSF software for Australian trustees
Bring your SMSF home.
Bring the fund together with one guided operating system for its records, assets, obligations and professional work—while remaining in control.
Powered by SMSF Home Helper™Built for trustees. Professionals add value when invited; the trustee workspace remains fully usable without connecting a professional through SMSF Home.
How SMSF Home works
One fund home. One continuing record.
Fund information
Records and evidence
Assets and activity
Obligations and decisions
SMSF Home
The fund stays connected.
Organised around one trustee-controlled workspace.
Prepared outcomes
Guidance and actions
Prepared fund work
Professional handover
SMSF Home Helper™ provides context beside the work. Professionals participate only when trustee-authorised.
Private trustee workspace
Built around real fund records
Guidance where the work happens
The operating problem
Bring the fund back into one connected view.
Documents, transactions, decisions and professional requests stop behaving like separate jobs when they remain attached to one trustee-controlled fund record.
smsf home
Property asset module
Keep the fund's property holding visible through every stage.
Connect the property's identity, acquisition, ownership, finance, income, expenses, value and evidence to one continuing asset record.
Explore the property pathway1
Acquire
2
Operate
3
Maintain
4
Review
5
Dispose
Property identity
Address, property type and ownership details
Acquisition
Purchase, contract, settlement and title records
Finance
LRBA position, loan and repayment records
Income and expenses
Rent, rates, insurance, repairs and other movements
Value and review
Current value, valuation date and review position
Evidence
Documents, decisions and professional handover
Property location
State and territory context
Fund context
Federal SMSF record requirements
The property module records the asset and its lifecycle inside the fund workspace. It does not determine suitability, legal ownership, tax treatment or compliance, and it does not replace a valuation or professional review.
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.
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.
Trustee authorised access
Share the work without sharing the whole fund.
Your accountant, auditor, adviser, lawyer or broker can support a defined piece of work. The trustee decides who is involved and what information is available.
Built around the fund lifecycle
Wherever the fund is today, it still needs a system.
Bring your SMSF home