SMSF Buddy - Super Fund Track

SMSF Buddy is the privacy-first portfolio tracker and compliance tool built specifically for Australian Self-Managed Super Fund trustees.

Whether you manage a single-member fund or a family SMSF with multiple members, SMSF Buddy replaces your messy spreadsheets, scattered notes, and that shoebox of receipts with one clean, secure app that lives on your device and nowhere else.

TRACK EVERY ASSET IN YOUR FUND

Log and monitor seven asset categories used in Australian SMSFs:

- ASX stocks and ETFs with ticker, quantity, and average cost tracking
- Precious metals including gold, silver, platinum, and palladium with weight and spot price reference
- Physical assets such as art, collectibles, wine, and classic cars
- Commercial property with address and rental income tracking
- Residential property with monthly yield calculations
- Cash holdings including bank accounts and term deposits
- Regular contributions with concessional, non-concessional, spouse, and government co-contribution support

Every asset records entry date, purchase price, current value, unrealised gain or loss, percentage return, and holding period in days. When you sell or dispose of an asset, record the exit with sale price and date to capture realised gains.

STAY ATO COMPLIANT WITHOUT THE STRESS

SMSF trustees have serious obligations. Miss a deadline and you risk penalties, non-compliance notices, or losing your fund status entirely. SMSF Buddy keeps you on track with:

- Annual compliance checklist pre-loaded with standard SMSF obligations for each financial year
- Smart reminders with priority levels, recurring schedules, and overdue alerts
- Categories for compliance, audit, tax return, contribution, insurance, investment review, and member statement deadlines
- Full audit log recording every change made to your fund data

PRO FEATURES FOR SERIOUS TRUSTEES

Upgrade to SMSF Pro to unlock advanced tools that save you hours at tax time and give your accountant exactly what they need:

- Capital Gains Tax calculator with automatic 50 percent CGT discount for assets held longer than 12 months, plus net taxable gain summary
- Contribution cap tracker monitoring concessional and non-concessional limits against current ATO thresholds with warnings when you approach the cap
- Multi-member support with individual balances, per-member contribution tracking, and allocation breakdowns for funds wi