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For the smsf specialist

For SMSF advisers

An SMSF in Souffle is a record in its own right, with its own trustee details, its own financial position and its own dashboards — held in a dedicated service alongside the individual members.

What SMSF advisers get from Souffle

The fund itself

SMSFs have their own record and dashboard, plus a corporate trustee dashboard for funds with a company as trustee. Funds can be created individually or imported in bulk from CSV, and updated as circumstances change.

Inside the fund

Contributions, investments, assets, liabilities, income and expenses each have a dedicated dashboard and creation flow, on top of the fund's own financial position — so the fund is not squeezed into a structure designed for an individual.

The structures around it

Because trusts, companies and partnerships are also first-class entities, a corporate trustee is a real company record with its own directors rather than a text field. Every entity appears against the individual client as a linked entity.

Property inside super

An SMSF property purchase calculator is stored against the practice rather than recalculated from scratch each time, and the stamp duty calculator covers all eight states and territories, with land tax handling a general rate plus a surcharge on editable rates.

Projecting the outcome

Superannuation modelling generates projections from practice-level assumptions: AWOTE, CPI, contribution percentage and retirement age. Investor profiles supply the investment strategy, the growth and defensive split, and the franking, income and growth rates.

SMSF specialist

At a glance

  • SMSF as a first-class entity record

  • Corporate trustee dashboard

  • Contributions and investments

  • SMSF financial position and reports

  • SMSF property purchase calculator

  • Superannuation projections on AWOTE and CPI

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Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.