Explore SMSF Home＋
Why SMSF Home
SMSF trustees need more than scattered files and once-a-year review.
SMSF Home was built around a simple problem: trustees are responsible for the fund, but the operating layer is often missing. The fund needs a home where documents, assets, ATO items, financial movements, professionals and major decisions can sit together.
The gap
SMSFs have professionals, but trustees still need an operating home.
01
The trustee is responsible, but the system is scattered
SMSF trustees are expected to keep control of the fund, yet the information they rely on is often split across inboxes, folders, portals, spreadsheets and professional requests.
02
Professionals help, but they do not live inside the fund
Accountants, auditors, advisers, brokers and lawyers may all be involved at different times. SMSF Home gives the trustee a place to keep the fund position clear between those conversations.
03
Documents are only one part of the picture
A document vault matters, but the real value comes when documents connect to assets, financial movements, ATO items, compliance prompts and professional context.
What SMSF Home is not
The platform does not replace the professionals around the fund.
SMSF Home gives the trustee a clearer workspace. It does not decide what the fund should invest in, provide financial advice, complete audits or act as the fund’s administrator.
Not an SMSF administrator
Not a financial adviser
Not an accountant
Not an auditor
Not a law firm
Not an investment platform
What it is
SMSF Home is the trustee’s guided operating layer.
Home Helper™ connects understanding, action and preparation across the workspace. It supports trustee capability without taking control away from the trustee or the professionals they choose.
01
A trustee operating workspace
A private workspace where the trustee can see fund details, documents, assets, financial movements, ATO items and professional contacts in one place.
02
A clearer fund position
The aim is to help trustees understand what exists, what needs attention and what should be prepared before professional review.
03
A better professional handover
When professionals are involved, they can work from cleaner context instead of rebuilding the fund story from scattered information.
04
A long-term fund memory
SMSF Home helps the trustee keep the fund history visible across setup, operation, property decisions, ATO updates and retirement preparation.
Product layers
One fund workspace. Multiple operating layers.
Home Helper™
Place plain-language context, evidence cues and practical next steps alongside the fund work they relate to.
Document Vault
Store fund documents, ATO correspondence, property files, statements and professional requests in the fund workspace.
Command Centre
See the fund’s attention points, evidence gaps, professional context and operating prompts from one central page.
Financial Overview
Track snapshots, movements, contributions, transactions and fund value context without relying only on end-of-year reconstruction.
Assets and property
Keep property, investments, crypto, trusts and other asset positions clearer across ownership, valuation, income, expenses and review.
My Professionals
Keep accountants, auditors, advisers, brokers, lawyers and property professionals connected to the fund context.
Retirement readiness
Surface preparation prompts as trustees move closer to retirement and the fund needs clearer liquidity, pension and review visibility.
Trustee reality
Even with professionals involved, the trustee still needs the fund under control.
The trustee still needs to know what is going on
The fund still needs evidence and context
The accountant still needs clean information
The auditor still needs support
The adviser still needs a clear position
The trustee still needs one place to bring it all together
Principles
SMSF Home is built around trustee control.
01
Control
The trustee should be able to see the fund position without hunting through disconnected systems.
02
Clarity
The platform should make the next issue, missing item or professional conversation easier to identify.
03
Continuity
The fund should have memory across years, documents, assets, ATO items and major decisions.
04
Handover
Professionals should receive better context when the trustee chooses to involve them.
Bring your SMSF home