SMSF Entities

What is an SMSF entity?

An SMSF (Self-Managed Super Fund) entity lets you track your self-managed superannuation fund's investments, contributions, and compliance requirements — all within Finance Frank.

SMSF entities require a Pro plan.

Setting up an SMSF entity

1. Go to Settings > Entities and click Add Entity
2. Select SMSF as the entity type
3. Enter the fund name and ABN
4. Click Create

What you can track

• Fund assets — shares, property, cash, and other investments held by the SMSF
• Fund liabilities — limited recourse borrowing arrangements (LRBAs)
• Contributions — concessional and non-concessional contributions
• Transactions — import fund bank statements
• Compliance — track regulatory requirements and deadlines (see SMSF Compliance)

SMSF compliance tools

With a Pro plan, SMSF entities also include compliance tracking:

• Investment strategy review reminders
• Sole purpose test checklist
• Contribution cap monitoring
• Annual audit preparation checklist

See the SMSF Compliance guide for details.