SMSF Buddy is a privacy-first portfolio and compliance management app for Australian self-managed super fund (SMSF) trustees. It helps users track investments, monitor contribution limits, manage tax events, and stay on top of compliance obligations while keeping all fund data stored locally on their device.
Key Features
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Local-First Privacy: Store all fund records on your device with optional biometric protection and no cloud storage.
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Multi-Asset Portfolio Tracking: Manage ASX shares, property, precious metals, cash, physical assets, and contributions in one portfolio.
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Compliance Planner: Track ATO deadlines, recurring trustee tasks, and completed compliance activities.
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Live Market Data: View real-time ASX share prices and precious metal spot rates.
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Capital Gains Calculator: Record asset disposals and calculate capital gains with applicable tax discounts.
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Contribution Cap Monitoring: Track concessional and non-concessional contributions against current limits.
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Auditor-Ready Reports: Generate PDF portfolio and member reports for accountants and auditors.
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Multi-Member Management: Track balances, allocations, and investment activity for multiple fund members.
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Dividend & Tax Lot Tracking: Record dividend income, franking credits, and manage tax lots using multiple accounting methods.
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Document Vault: Securely store trust deeds, meeting minutes, and fund documents with encrypted local backups.
Use Cases
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SMSF Portfolio Management: Track all retirement fund investments from a single dashboard.
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ATO Compliance: Manage trustee obligations, reminders, and annual reporting tasks.
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Retirement Planning: Monitor contributions, balances, and long-term investment performance.
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Tax Management: Calculate capital gains, monitor contribution caps, and organize tax records.
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Audit Preparation: Produce reports and maintain documentation for annual SMSF audits.
