SMSF bookkeeping software for Australian trustees
SMSF Simplify is a modern bookkeeping platform built specifically for Australian self-managed super funds. Track quarterly income and expenses, auto-calculate GST, generate BAS reports, and keep every receipt linked from OneDrive.
Quarterly tracking, Aussie FY
Built around the Jul–Jun financial year. Q1–Q4 tabs match exactly what the ATO expects.
Automatic GST
We apply the 1/11th method on GST-applicable categories so you never have to remember the formula.
BAS-ready reports
Quarterly BAS Summary in one click — hand it to your accountant or lodge it yourself.
OneDrive receipt linking
Receipts stay in your OneDrive. We just link to them — your files, your control, audit-friendly.
Custom categories
Add categories for super contributions, interest, dividends, rentals — anything specific to your fund.
Annual summary export
Export the whole financial year to PDF or Excel when it's time to wrap up.
Why trustees switch to SMSF Simplify
Spreadsheets weren't built for compliance — they were built for math. SMSF Simplify gives you a workflow that matches the way the ATO actually wants your books kept.
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