Complete SMSF management with contribution cap tracking, member management, investment strategy documentation, and ATO compliance — purpose-built for Australian trustees.
Create and manage your SMSF with compliant trust structures, corporate trustee tracking, and member management (up to 6).
Track concessional and non-concessional contributions against ATO caps. Automatic alerts when approaching limits.
Manage member details, roles, TFNs, and dates of birth. Track individual balances and contribution histories.
Document and review your fund's investment strategy. Track asset allocation and diversification requirements.
Track your SMSF auditor details, registration numbers, and audit schedules. Stay compliant with annual audit requirements.
Purpose-built chart of accounts for SMSFs. Track assets, liabilities, member balances, and reserves separately.