SMSF Buddy - Super Fund Track

SMSF Portfolio & Compliance

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Track your Self-Managed Super Fund portfolio, stay ATO compliant, and never miss a deadline. Privacy-first SMSF management with CGT calculator and contribution cap alerts 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 with up to six members - Dividend tracker logging income payments and franking credits for accurate tax reporting - Tax lot accounting with FIFO, specific identification, and average cost basis methods - Pension phase and TBAR tracking with minimum drawdown calculations based on member age and ATO percentage tables - Document vault for encrypted on-device storage of trust deeds, meeting minutes, insurance policies, audit reports, and receipts - Live market data connecting to ASX stock prices and precious metal spot rates - PDF report generation producing auditor-ready annual reports, member statements, and CGT summaries - Encrypted backup with password protection so you can save your fund data securely PRIVACY YOU CAN TRUST Unlike other finance apps, SMSF Buddy stores everything locally on your device. There is no cloud sync, no account to create, no data collection, and no analytics. The only network call the app makes is to validate your subscription through Apple. Your fund data never leaves your phone. Optional biometric lock with Face ID or Touch ID adds another layer of security. You can also hide dollar values on screen when reviewing your portfolio in public. BUILT FOR AUSTRALIAN SMSF TRUSTEES SMSF Buddy is designed around the Australian financial year, ATO contribution caps, CGT discount rules, and SMSF compliance calendar. It speaks your language, uses your currency, and understands the specific obligations that come with running your own super fund. Manage SMSF with confidence. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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The developer, Pleme PTY LTD., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Pleme PTY LTD.
    Size
    • 41 MB
    Category
    • Utilities
    Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    • SMSF Pro Monthly $9.99
    • SMSF Pro Annual $79.99
    • Learn More
    Copyright
    • © Pleme Pty Ltd
  • Privacy Policy

    • More by Pleme PTY LTD.

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