For accountants and SMSF specialists
Your SMSF clients arrive at year-end organised.
Your clients keep their fund’s compliance tasks, deadlines and records in one place. You get a view-only seat, so the paper trail is already assembled before you ask for it.
Cockpit works whether your SMSF’s trustee is a company or a group of individuals.
How you get access to your clients
One login for your whole client list, with every seat view-only and every seat granted by the client.
Step 1
Ask, or be invited
Enter your clients’ email addresses on one page and ask for view-only access, up to 20 at a time. Or your client invites you from their fund’s settings. Either way, you use one login.
Step 2
The client decides
Nothing is visible until your client approves. They choose which of the SMSFs they own you can see, and can decline or remove you at any time. A request lapses after 7 days.
Step 3
Every client on one page
Each fund you’re given appears on Your SMSFs, most urgent first, with a single list of every upcoming date across all your clients and a CSV of the whole list.
What you see
14 trackers cover the annual cycle: the 11 recurring tasks, the audit checklist, nominations, pensions, minutes and the investment strategy. You see all of them. See every tracker
A view-only seat in the fund
You can look at every page and download the data, but you can't change anything, and that is enforced by the app itself.
Questions and notes, on the page
Ask the trustees a question on any page, or leave a note. They reply, and the thread is marked resolved. A question isn't a change to a record, so it's open to a view-only seat.
Who changed what, and when
Every record added, changed or deleted by a person is logged with who did it, when, and the old and new values. In the app, a trustee minute can't be edited or deleted, and the app has no way to edit or delete the change history. If the whole fund is deleted, its minutes and history are deleted with it.
A full Excel export
The whole fund as one workbook, or a pack of Excel, CSV and JSON files, whenever you want it.
Two ways the records reach you
Year-end
A year-end pack for handover
Your client picks a financial year and downloads one zip: Excel, a CSV for every sheet, JSON and a one-page summary of which records were entered. It records what the trustee entered; it doesn’t say whether anything is complete, and you still do the accounts and the tax return.
Audit
An audit pack for the auditor
The audit checklist holds the 19-item document pack, the trustee’s confirmations, the auditor’s findings and the lodgement dates, so you can see how ready the fund is. Share it as one printable document, or by a read-only link that works for 7, 14 or 30 days, needs no account and shows one year only, so you can pass it on without opening up the fund.
What it flags early
Each of these is flagged on the fund’s What’s Due Next page, and you see the same page as your client. The flags are a guide, not advice: dates and figures are worth confirming.
- A pension minimum that is on track to be underpaid before 30 June
- A binding death benefit nomination that has expired, or a member with none
- An investment strategy review that has lapsed
- Audit findings left open from last year
Where it won’t help (yet)
- No bank feeds, financial statements, tax return or lodgement. Your existing software still does that.
- Documents are registered, not stored. The files themselves stay where they are today.
- Contribution caps don’t yet model carry-forward or bring-forward.
- The 10-business-day TBAR deadline counts national public holidays only, so in some states it may fall a day or two early.
- Everything is entered by the trustee, so you’ll still want to check it.
SMSF Cockpit provides general information and record-keeping only. It’s not financial, tax or legal advice, it doesn’t lodge anything with the ATO, and it doesn’t track your investments, prices or cash balances.
What it costs, and who pays
Your client pays $99 a year per fund, not per person. There’s no charge for you as the accountant, however many clients invite you. The first 50 funds to join pay the founding rate of $49 a year until 30 June 2028.
Changes people make are logged, your seat is view-only, and the data is held on servers in Australia. Read how we look after your clients’ data, and what happens if we ever stop
Try the accountant demo
A fully filled-in fictional fund, seen through the view-only access your clients would give you. The sign-in details are filled in for you: press Sign in, then open the fund and look at any page or download the data.
This is a live, view-only login on a fund made up of fictional data. Nothing you do can change anything, so it’s safe to share with colleagues.
- demo-accountant@example.com
- Password
- wSv1LWqxzFyf
Join the pilot
We’re looking for a few practices to try Cockpit with a couple of their SMSF clients. It starts with a 20-minute call. Your clients then use it as the year goes on, and you tell us honestly what works and what doesn’t. We’ll measure with you how much chasing it saves, and share the combined results with every practice that takes part.
Taking part is free. Leave your details and we’ll be in touch.