Explore SMSF Home＋
Who is SMSF Home for?
Built for the people who hold the SMSF together.
SMSF Home is built around the trustee first, then structured to make professional handover cleaner when accountants, auditors, advisers, brokers, lawyers or property specialists need to support the fund.
The operating relationship
Trustee
Owns the fund record.
SMSF Home
Holds the operating workspace.
Professionals
Work from cleaner context.
Primary user
Trustees
For SMSF trustees who want control without running the fund record from emails, folders, portals and memory.
Keep the fund record together
Organise documents and evidence
Prepare cleaner professional handover
Open trustees page
Support layer
Professionals
For accountants, auditors, advisers, brokers and lawyers who want clients to arrive with cleaner context.
Less annual reconstruction
Better document and evidence trails
Clearer trustee-owned fund records
Open professionals page
By fund situation
SMSF record pressure changes depending on where the fund is.
A new fund, an established fund, a property-heavy fund and a fund nearing retirement do not have the same operating problems. SMSF Home gives them one place to organise the record.
01
SMSF property owners
Property records, LRBA details, valuations, rental status, expenses and disposal history should sit with the fund record.
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02
Newly established funds
Start the fund with a proper record base before the deed, bank account, rollovers and first evidence trail scatter.
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03
Established funds
Bring years of records, documents, transactions and professional requests back into one operating workspace.
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04
Nearing retirement
As pension, liquidity, contribution and review pressure increases, the fund record needs to be visible and organised.
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Professional ecosystem
SMSF Home is not trying to replace the people trustees already rely on.
The platform gives trustees a better record layer so the professionals around the fund can work from cleaner information.
Accountants
Auditors
Advisers
Brokers
Lawyers
Property specialists
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