What it shows

The SMSF dashboard is a single view of your fund's current state — assets, liabilities, income, contributions, member balances, asset allocation, and compliance status. It's designed to be useful both day-to-day and at audit time.

Open it from the sidebar (when you have an SMSF entity) or from the SMSF Compliance pill on the main dashboard.

Asset allocation

Shows your fund's holdings broken down by category (Shares, Property, Cash, Crypto, etc.). Sold or disposed assets are excluded — the percentages reflect what the fund actually owns now.

If you've recently sold a holding and the percentages still look wrong, give it a moment for the cache to clear (changes propagate within seconds of saving).

Fund income

Shows the fund's income broken down by source. There's a key distinction:

• Direct fund income (rental, dividend, interest) is counted in full
• Super-linked salary income (where a member's employer pays SG into the fund) is reduced to just the SG portion (gross × super rate %), since only the contribution actually arrives

If you see a member's full salary appearing as fund income, check that the income source has the correct super_entity_id linking back to this SMSF.

Contributions

Concessional and non-concessional contributions tracked per member, per financial year, with the current ATO caps shown alongside. Carry-forward concessional space is also displayed if the member's TSB is under the threshold.

Compliance pill

A small pill on the main dashboard shows X/Y compliant — the number of compliance checks that passed out of the total. Click it to see the full breakdown:

• Sole-purpose test
• In-house assets (5% rule)
• Investment strategy review
• Contribution caps
• Pension minimum withdrawals
• Audit-readiness score (% of audit checklist items complete)

Audit checklist

Initialised per financial year. Items can be marked pending, in-progress, or complete. Use this to track your audit prep — your accountant or auditor can be invited as a collaborator with read-only access (Pro plan).

SMSF rules are complex and change frequently. Use the dashboard as a working view but always consult your auditor for final compliance signoff.