SMSF Management Software for Growing Practices
My SMSF’s software offering,is designed for firms that want administration, auditing, client management and client visibility tools brought together in one practical software suite.
- CRM functionality
- SMSF accounting software
- SMSF auditor software
- Client view access
- Built for firms with 10+ funds
Who this suite is for
Typical users.
Designed for SMSF-focused professionals
Designed for accountants, financial advisers and stock brokers.
Accountants
software as a support layer for SMSF administration workflows, client data handling, and ongoing reporting coordination.
Financial Advisers
Shows advisers a practical way to keep client SMSF information organised while improving communication and visibility across the practice.
Stock Brokers
A structured way to manage SMSF-related client records, interactions, and account visibility in one place.
The My SMSF Software Suite
CRM, SMSF Accounting Software, SMSF Auditor Software, and SMSF Client View.
CRM
Support client onboarding, enquiry handling, contact history and workflow coordination through a central SMSF practice view.
- Track client interactions and practice follow-ups
- Keep SMSF enquiries and records organised
- Create a cleaner workflow between teams and clients
SMSF Accounting Software
accounting layer as the operational core for fund administration and the handling of recurring SMSF records.
- Support day-to-day fund administration workflows
- Maintain a structured practice process for each fund
- Improve consistency across client files and reporting
SMSF Auditor Software
Auditor component as a solution for practices that want audit-support functionality built alongside administration tools.
- Keep audit-related workflows more structured
- Support smoother document handling and review steps
- Reduce friction between administration and audit tasks
SMSF Client View
Provide your clients with transparency by giving them an easy way to see relevant fund information and updates.
- Improve client visibility across key fund matters
- Support a modern service experience
- Reinforce transparency and communication
Practices wanting to use the software must have a minimum of 10 funds.
10+ Funds
call us.
Practice Focus
Built for firms, not one-off retail users.
For enquiries
Please email us so we can discuss your needs
Tell us about your practice
Share your firm type, approximate number of SMSFs, and which modules are most relevant to your team.
Review the suite
Discuss how the CRM, accounting, audit and client-view components fit into your current operating model.
Assess the fit
Confirm whether the practice meets the minimum fund threshold and whether the software aligns with your service model.
Want to discuss SMSF software for your practice?
Contact us today
Benefits for Practices
Three ( 3) main benefits to consider.
Practice efficiency
Present the suite as a practical operating system for SMSF-focused teams that want more structure around workflows and service delivery.
Better visibility
Use the client view and centralised workflow story to reinforce transparency, accountability and a modern user experience.
Retain Clients
With a dasboard for SMSF activities creating greater engagement.
Some Useful FAQs
Is our software a good fit for you.
Who is this software designed for?
accountants, financial advisers and stock brokers .
What modules are included in the suite?
The original page listed CRM, SMSF Accounting Software, SMSF Auditor Software and SMSF Client View.
Is there a minimum number of funds required?
Yes. must have a minimum of 10 funds.
Any questions?
Contact us