Explore SMSF Home＋
For professionals
Better-prepared clients. More focused work.
SMSF Home helps trustees build a cleaner operating record, then delivers authorised context around the workflow of the professional they choose.
Professional reality
The work is harder when the client record is scattered.
Clients send records late, incomplete or across long email chains.
Transactions arrive without context or explanation.
Property and LRBA records are disconnected from the rest of the fund.
The fund story has to be rebuilt every year.
Professionals become the accidental storage system for the client’s SMSF life.
From discovery to delivery
A professional ecosystem built around trustee choice.
A trustee does not need a professional account to operate SMSF Home. Professional participation adds value when the trustee decides it is needed.
01
Be discoverable by choice
Create a professional profile, choose whether to be featured and state whether the practice is open to enquiries.
02
Receive trustee enquiries
Trustees can find professionals matching their selected service, location and availability filters, then initiate contact. Professionals cannot prospect into private fund workspaces.
03
Access only what is authorised
The trustee controls the relationship and the fund access provided to each professional.
04
Work from a role-relevant delivery
Accounting, audit, advice and other workflows can receive the records, requests and evidence relevant to the work—not an indiscriminate data dump.
Professional use cases
Cleaner, role-relevant context across the professional network.
01
Accountants
Cleaner source records, movement history and trustee context before annual work begins.
02
Auditors
Evidence and supporting documents held closer to the fund activity they relate to.
03
Advisers
Better visibility of fund structure, assets, records and trustee context before strategy discussions.
04
Brokers
SMSF property, LRBA and lender context connected to the broader fund record.
05
Lawyers
Deed, structure, correspondence and major fund documents kept in a trustee-owned workspace.
06
Property specialists
Property records, valuations, rental status and disposal context easier to locate.
Home Helper™ for professionals
Better trustee preparation can reduce reconstruction work.
Guidance helps the trustee capture context and connect evidence as the fund operates. When professional work begins, the starting point is a structured record rather than an inbox reconstruction exercise.
The professional still applies their own judgement, scope and legal obligations. SMSF Home improves the input; it does not determine the professional outcome.
How it should work
SMSF Home gives the trustee a better record layer before the professional gets involved.
01
The trustee owns the workspace.
02
Professional access should be explicit and controlled.
03
SMSF Home supports the professional relationship without replacing it.
04
The platform organises context; it does not provide advice or audit approval.