Why SMSF Core
Compliance happens all year.
Your software should too.
Most trustees meet their fund's numbers once a year, after the fact, when nothing can be changed. SMSF Core exists for the other 364 days, and it earns its keep in four specific ways.
Forward the email. That's the workflow.
Dividend statement lands in your inbox → forward it to your fund's private address → the figures appear for your one-tap review. No portal habit to build, no data entry to dread. We call the whole path Intake: CSV, PDF or a forwarded email. If your broker can export it, Intake reads it. You approve every row before it lands.
Nothing is saved until you approve each line. The suggestion is ours, the record is yours.
Built for the SMSF calendar.
Dividends cluster in February to April and August to October. Audits run January to May. Contribution caps reset on 1 July. Division 296 tests on 30 June. SMSF Core tracks each of those clocks all year and tells you while there is still time to act, not at tax time, when there isn't.
The 45-day rule is checked before you sell, not discovered in May.
Every figure cites its source.
Each calculated number carries the ATO or legislative source it derives from, on screen and in every export. The source corpus is machine-checked weekly, so when the ATO moves, you hear it from us first.
Statutory logic is deterministic code, parity-tested in two engines. AI only suggests figures from documents; it never touches tax math.
Audit season becomes one click.
The package your auditor actually asks for: parcel ledger, dividend events, 45-day statuses, citations. It generates from what's already recorded, with a secure account-free link and a reproducibility hash.
Your auditor needs no login, no software, no phone call.
Not a licensed financial service. Information only.