Fund Overview
Superannuation fund overview Β· caps, compliance & projected balance
Fund Asset Allocation
Years to Preservation Age
β
Target balance at age 60
Annual Contributions Breakdown
Compliance Snapshot
SMSF Strategy Roadmap
Fund Portfolio
SMSF trust assets Β· Holdings register, cost base & IPS vs actual
π‘ SMSF IPS target: Growth assets with commercial property option Β· Diversified listed + selective alternatives
| Asset | Class | Units | Price | Value | Cost | Gain | %Fund |
|---|
IPS Target vs Actual
Contributions & Caps
Concessional, non-concessional & employer SG Β· Super Fire-Up review
Contribution Settings
Fund Growth to Preservation Age
Financial Year Contribution Summary
Super Fire-Up Review
π₯ Review your current super, trace lost accounts and identify better options for your future.
π₯
Enter your fund details and run the Fire-Up analysis to see potential improvements.
Compliance & Governance
Sole purpose test Β· In-house assets Β· Audit, minutes & valuations
π Sole purpose test: Fund must provide retirement benefits. All investments and expenses must support member retirement outcomes.
π In-house asset rule: Related-party assets (incl. loans to members) must not exceed 5% of fund value at 30 June.
π Commercial property: SMSF may acquire business real property at arm's length, leased on commercial terms, meeting sole purpose test.
π Concessional cap FY2026β27: $32,500 p.a. Unused cap carry-forward if TSB <$500k.
Annual Compliance Checklist
In-House Asset Monitor
Fund Projections
Accumulation to preservation age Β· Conservative / Base / Optimistic scenarios
Fund Settings
Trustee profile, IPS targets & data management