Administration included · Software built in
Put more of your super to work.Software-led SMSF administration.
iSuperFu combines SMSF administration with a trustee-first dashboard—less paperwork, clearer priorities, and a steadier view of what needs attention all year. All bundled with a high-yield cash account option1.
General information only - not personal advice. 1 Returns through partner cash solutions are not guaranteed and depend on partner terms and eligibility. Independent audit and personal financial advice remain separate where applicable. For subscription fees and government charges, see the fee schedule. Disclosures.
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What you get when you apply
Essentials and Plus share the same core idea: bundled SMSF administration with software—not a DIY licence alone. What changes by plan is depth and complexity (e.g. property, alternative assets, reporting, and firm access on Plus)—see pricing for line-by-line inclusions.
- SMSF setup & registration — We guide you through establishing and registering the fund with the ATO for a new SMSF or transfer: trust structure, deed, ABN and TFN applications, SMSF election, and bank-ready steps where included.
- Trust deed — Establishment pathway and deed-related documents held in your vault as you progress; we coordinate the workflow (legal advice stays with your professionals where you need it).
- Accounting — Annual accounts and fund financials / administration workflows where included in your plan—not disconnected from the dashboard.
- Tax return — Fund tax return preparation workflow where included; your circumstances and plan terms govern scope.
- Annual return & lodgement — SMSF annual return preparation and ATO lodgement workflow where applicable and included, plus audit coordination (your independent auditor completes the audit).
Also available
- Optional high-yield cash account access through selected partners, where available1.
- Full fee schedule — subscriptions, indicative annual and one-off service fees, and ATO/ASIC government charges.
Get started
New fund or moving an existing SMSF?
As trustee, you choose where to begin. Both paths use the same guided onboarding - we use your choice to surface the right steps first (establishment vs handover and rollovers).
Establish a new SMSF
You're setting up a self managed super fund for the first time with iSuperFu - from trust deed and structure through to ABN and bank-ready next steps.
- Guided establishment and trustee setup
- Document vault from day one
Transfer or rollover an existing fund
Your SMSF already exists - you're changing administrator or consolidating super into the fund. We focus on continuity, records, and a smooth handover.
- Rollover-friendly intake and timelines
- Space to loop in your accountant when you're ready
What trustees notice
Less guessing, less inbox chaos - whether you DIY or work with a firm.
“Finally something that feels like the rest of our financial life - clear status, less email tennis with the accountant.”
“When clients live in one workspace, we spend less time chasing PDFs and more time on actual advice and review.”
The problem
SMSFs give you control - but the admin can be painful.
Trustees carry legal responsibility for the fund. Too often the work still feels scattered, reactive, and built for accountants first - not for you day to day.
Paperwork everywhere
Statements, deeds, and PDFs spread across email threads, portals, and your accountant’s inbox.
Reactive annual compliance
Year-end can feel like a scramble instead of a steady rhythm with clear milestones.
Weak year-round visibility
Hard to see balances, pensions, and what still needs attention between lodgements.
Easy to lose track
Deadlines, documents, pension minimums, and audit preparation slip without a single source of truth.
Built for firms, not trustees
Many tools assume you live in accounting software - not a calm trustee dashboard.
Idle cash friction
Large cash balances for pensions and liquidity may earn little while you juggle everything else.
The solution
Delivered administration, clear monthly pricing, connected professionals.
iSuperFu combines software and SMSF administration in one trustee workspace: setup, year-round workflow, and compliance coordination with transparent monthly pricing. Bring in planners, accountants, and auditors when needed; we support collaboration, not replace independent advice or audit.
- Delivered outcomes: administration workflows plus trustee dashboard access in one monthly subscription (per plan inclusions).
- Trustee-first visibility for balances, tasks, documents, pensions, and compliance milestones.
- Planner, accountant, and auditor integration: invite your professionals into the workflow when required.
- Predictable monthly pricing, with government and regulator charges shown separately.
- Optional partner services available where eligible and agreed.
What you feel as trustee
- Administration + software
- The service outcomes you need, delivered through a dashboard - not a login plus a separate invoice from your accountant.
- Visibility
- Balances, pensions, and “what’s next” without living in email threads.
- Confidence
- Year-round organisation so audit and lodgement aren’t a scavenger hunt.
- Modern UX
- Consumer-grade software with administration built in, not bolted on.
Who it’s for
Built for you as trustee - planners and accountants can plug in when you want.
iSuperFu is software-led SMSF administration: bundled workflows and a trustee dashboard in one monthly subscription. Professionals get structured access when you invite them - not a parallel shadow workflow. Trustees remain responsible for the fund.
SMSF trustees
PrimaryDIY trustees, investors managing their own super, and retirees who want a calm view of the fund without living in spreadsheets - whether you work solo or with a firm.
Financial planners
When your client uses iSuperFu, you get clearer context and fewer “find that statement” loops - without replacing your advice relationship or process.
Accountants & firms
Optional firm access, disciplined documents, and exports that match how you review SMSFs, so year-end isn’t the first time you see what the trustee saw all year.
Platform
Administration included. Software built in.
Every feature supports trustees with visibility and workflow clarity. Where included in your plan, administration support sits alongside the dashboard - not as a separate DIY licence. Access selected partner services where available.
SMSF setup onboarding
Guided setup workflows and document collection so establishment stays structured from day one.
Ongoing administration
Support for annual accounts, tax return preparation, audit coordination, and lodgement workflows where included in your selected plan.
Trustee dashboard
See balances, tasks, documents, reminders, and key fund milestones in one trustee-first place.
Document vault
Store trust deeds, statements, reports, tax documents, audit records, and pension documents in one secure vault.
Compliance reminders
Stay on top of important dates, pension minimums, contribution reminders, and annual obligations with clear nudges.
Professional collaboration
Invite accountants, planners, or other professionals where needed. iSuperFu does not replace independent audit or personal financial advice.
Cash that works harder
Many SMSFs hold meaningful cash for liquidity and pensions. Where available, access selected partner solutions that may offer higher returns on idle cash, subject to eligibility and partner terms. Not personal advice; returns not guaranteed.
Idle cash
Your SMSF cash shouldn't sit idle.
Many SMSFs maintain cash reserves for pension payments, liquidity, and future investments. iSuperFu helps you manage your fund in one place and, where available, connect with trusted partners that may help idle cash earn more. Nothing here is personal financial advice; availability and eligibility depend on partner terms.
- Consolidated visibility of cash balances in your workflow
- Simple access to selected partner cash solutions, where offered
- Integrated into your SMSF administration experience
- Designed to improve the utility of defensive cash holdings - returns not guaranteed
Pricing
Simple monthly plans - administration and software access together.
Pricing is transparent and subscription-based. Your monthly fee reflects bundled administration workflows and dashboard access where included in the plan you select - not a naked DIY software licence.
Simple SMSFs—when you want the full annual cycle handled with less friction.
- SMSF registration & establishment
- Annual accounts & administration workflows
- Fund tax return preparation
- SMSF annual return preparation & ATO lodgement (where applicable)
- Audit coordination
- Trustee dashboard & document vault
- Reminders & support
Same core compliance cycle as Essentials, with more complexity and visibility when you need it.
Everything in Essentials, plus
- Property support workflows
- Crypto, tokenised & digital asset
- Unlisted holdings, trusts & private-market
- Advanced reporting
- Priority support
- Enhanced compliance monitoring
- AI-assisted categorisation & reminders, where available
For accountants, planners, and boutique firms who need multi-client scale.
- Multi-client dashboard
- Collaboration workflows
- White-label options
- Reporting automation
- Partner support
ATO and ASIC fees (e.g. supervisory levy, corporate trustee registration and review) sit outside your subscription. See the fee schedule for links and a reference comparison table.
For SMSFs holding significant cash balances, returns available through selected partner cash solutions may help offset part or all of your monthly subscription cost. Returns are not guaranteed and are subject to partner terms and eligibility.
Pricing shown is indicative for marketing purposes. Fees may vary based on fund complexity and plan inclusions. Read the PDS and terms before making a decision.
Trust
Serious about SMSF rules - without the corporate jargon.
Australian context
Language, lodgement rhythms, and support tuned for local trustees - not a generic global wealth app.
Compliance-first design
Workflows and statuses structured around SMSF rules and what your auditor expects to see.
Security-aware operations
Modern controls for your documents and who can access what, including optional professionals.
Invite your professionals
Administration is included; add your planner or accountant when you want collaboration - not because you had to arrange everything yourself first.
SMSF trustees remain legally responsible for their fund. iSuperFu supports organisation, visibility, and administration workflows - it does not replace independent audit or personal financial advice where you need it.
FAQ
Common questions
- Is iSuperFu just SMSF software?
- No. iSuperFu is designed as software-led SMSF administration. That means the monthly subscription includes access to the trustee dashboard as well as administration workflows such as setup, annual accounts, tax return preparation, audit coordination, and lodgement support where included in your selected plan. Independent audit and personal financial advice remain separate where applicable.
- Does iSuperFu replace my accountant or financial planner?
- No. iSuperFu is designed to make SMSF administration easier and more visible. Trustees can still work with accountants, auditors, and financial planners where needed.
- Who is responsible for the SMSF?
- SMSF trustees remain responsible for running their fund and meeting legal obligations. iSuperFu helps organise workflows, documents, reminders, and administration support, but it does not remove trustee responsibility.
- Do I still need an independent auditor?
- Yes. SMSFs require an approved independent auditor each year. iSuperFu can help coordinate and prepare materials where included in your plan; the audit itself is conducted by your auditor in line with ATO requirements.
- How can iSuperFu help my SMSF cash earn more?
- Where available, iSuperFu may connect trustees with selected partner cash solutions that aim to provide higher returns on idle cash balances. Availability, eligibility, and returns depend on partner terms and are not guaranteed. iSuperFu does not provide personal financial advice.
For planners & accountants
Supporting trustees - not replacing your role.
Most iSuperFu customers are trustees receiving software-led administration - the heavy lifting is bundled in their subscription where included in the plan. When they invite you in, the goal is shared context: exports and reporting that match how you review SMSFs, optional firm access with clear roles, and less “can you resend that PDF?” across the year.
- Pack-friendly exports and discipline - not one-off document dumps.
- Access when the trustee enables it; permissions stay explicit.
- Task and document context so review matches what the trustee already saw.
Practices needing multi-client rollout or custom terms: contact us.
Apply
Bundled administration, modern dashboard - start online.
Trustees: complete the intake for a new fund or transfer - your subscription covers administration and software access where included in your plan. Planners or accountants exploring multi-client rollout: use firm enquiry.