Choose your SMSF Home access.

Australian dollars · GST included · Enterprise scope and pricing by enquiry

Trustee

Free through 30 November 2026

Your SMSF Home

The complete trustee operating workspace. A professional account is not required to use and manage your SMSF Home.

Free

Trustee access through 30 November 2026

Choose to continue for $49/month from 1 December 2026 · AUD · GST included

No card required. Registration does not create an automatic future charge.

No setup fees

No establishment fees

SMSF Home provides the operating software trustees use to organise and manage an existing fund. It does not establish or register an SMSF.

See everything included

A private operating workspace for one SMSF
SMSF Home Helper™ across the fund workflow
Fund Integrity Safeguard and attention prompts
Financial overview and fund movement records
Eleven purpose-built asset-class modules
Document Vault, fund records and evidence preparation
Compliance and ATO preparedness workflows
Retirement, member protection and form-assistance workflows
Residential property asset, ownership, value and evidence records
Trustee-controlled professional discovery, access and requests

A private operating workspace for one SMSF
SMSF Home Helper™ across the fund workflow
Fund Integrity Safeguard and attention prompts
Financial overview and fund movement records
Eleven purpose-built asset-class modules
Document Vault, fund records and evidence preparation
Compliance and ATO preparedness workflows
Retirement, member protection and form-assistance workflows
Residential property asset, ownership, value and evidence records
Trustee-controlled professional discovery, access and requests

Create My SMSF Home

Professional

Free until 31 October 2026

Join the professional ecosystem

Build a visible professional presence and work inside focused, trustee-authorised client workflows without prospecting into private funds.

$69/ month

From 1 November 2026 · AUD · GST included

Continued paid access will require subscription activation before any charge is made. Registration does not create an automatic future charge.

See everything included

A professional account and optional marketplace profile
Publish services, locations, delivery modes and availability
Receive enquiries initiated by trustees
Work only with funds that have granted trustee authority
Role-relevant client workspaces and operating queues
Scoped financial, asset, compliance and document access
Evidence requests, reviews, findings and recorded handovers
Create provisional workspaces for trustees to claim
SMSF Home Helper™ shaped around professional workflows

A professional account and optional marketplace profile
Publish services, locations, delivery modes and availability
Receive enquiries initiated by trustees
Work only with funds that have granted trustee authority
Role-relevant client workspaces and operating queues
Scoped financial, asset, compliance and document access
Evidence requests, reviews, findings and recorded handovers
Create provisional workspaces for trustees to claim
SMSF Home Helper™ shaped around professional workflows

Create Professional Account

Enterprise

Larger-scale participation

For organisations that want to discuss a larger implementation, integration, strategic relationship or enterprise requirement.

Scope, availability and pricing by enquiry.

Enquire

Trustee first

The trustee workspace stands on its own.

Trustees choose whether and when a professional is involved. Saving a contact, making an enquiry and granting fund access are separate trustee-controlled actions.

Professional value

Focused information, not a generic data dump.

Professional access is role-relevant, fund-specific and controlled by the trustee. Each workflow is designed around the work that role needs to perform.

Clear boundary

Software guidance and professional conclusions stay distinct.

SMSF Home prepares, organises, prompts and connects fund evidence. Trustees decide, and appropriately appointed professionals provide scoped advice, opinions, certification or lodgement where required.