Specialist SMSF Portfolio Administration with Daily Reporting

Specialist SMSF Portfolio Administration with Daily Investment Reporting

Confidently manage SMSF investment portfolios with SMSF Engine.

Designed for accountants and financial advisers who value clarity, precision, and local support.

Tracking client investment portfolios can quickly become overwhelming. Dividends arrive irregularly. Tax statements require careful sorting. Corporate actions shift daily. Capital gains need constant adjustment. What starts as simple reporting often turns into a drain on your time and resources.

That’s why SMSF Engine offers a purpose-built portfolio administration service designed to take the weight off your practice. Our platform is powered by specialist software and delivered by a local accounting team you can actually speak to,right here in Melbourne and Sydney.

What You Get with Our Portfolio Administration Service

Every detail is handled for you reliably, securely, and with full visibility.

• Class Software licence, branded with your practice identity
• Setup and maintenance of data feeds
• Daily reconciliation of cash transactions
• Access to real-time cloud-based reporting
• Daily pricing updates for listed securities and managed funds
• Realised and unrealised capital gains tax reporting
• Processing of corporate actions
• Preparation of annual tax return data

Annual Fee: $770
Payment: Monthly instalments of $64.17 via direct debit

Get Started Today

Let’s make SMSF portfolio reporting simpler for you and more transparent for your clients. Register your practice to activate our administration service and gain access to daily data, full support, and worry-free compliance.