Explore SMSF Home＋
For trustees
Run the fund with clearer guidance and control.
SMSF Home brings the fund record, asset management, evidence and workflows together. Home Helper™ guidance helps turn that organised position into practical understanding and preparation.
Trustee reality
The fund is self-managed. The record still needs structure.
The trust deed is in one place, bank records are somewhere else.
ATO correspondence, rollover documents and statements disappear into inboxes.
Property and LRBA records sit outside the fund story.
The accountant asks for the same evidence every year.
Too much fund history is remembered instead of recorded.
Home Helper™ for trustees
The trustee remains capable before a professional is involved.
01
Understand
Plain-language context explains why the record, issue or timing matters.
02
Act
Prompts help identify the practical next step inside the fund workflow.
03
Prepare
Evidence cues help build a cleaner record for the trustee and any invited professional.
What trustees get
A clearer operating position across the fund.
01
Guidance in context
Understand what matters, what to prepare and what may need attention while working with the fund record.
02
Cleaner annual review
Reduce the scramble when tax, audit, advice or contribution questions come up.
03
Property records connected
Keep SMSF property, LRBA, valuation, rental and disposal records attached to the wider fund record.
04
Professional handover ready
Give accountants, auditors and advisers cleaner context when they need to support the fund.
Fund lifecycle
SMSF Home supports the trustee as the fund changes.
01
Setting up
Capture the deed, bank account, rollovers, initial strategy and core trustee records before the fund becomes messy.
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02
Operating
Keep documents, movements, property records, professional contacts and evidence organised during the year.
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03
Nearing retirement
Keep the fund record visible as pension, liquidity, contribution and review pressure increases.
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