What’s new
A short, dated list of what’s recently changed. We update SMSF Cockpit regularly.
13 October 2026
You can now choose a weekly or monthly summary email, or switch it off, in Settings under Email reminders. The heads-up emails before an important date are unchanged.
8 October 2026
A new guide for funds with a corporate trustee: who has to be a director, the director ID, telling the ATO and ASIC within 28 days, the company’s yearly ASIC review, how assets are titled and the records to keep. The glossary and the in-app guide cover the same ground.
6 October 2026
The guide, glossary and practice exercises now cover the newer features, with eight new optional exercises: downsizer contributions, acknowledging and voiding minutes, requests from the auditor, the auditor link, notes, the nomination coverage grid and the Fund Profile.
3 October 2026
A public Sources page lists the ATO pages behind the rules the app uses, what each is used for and when we last checked it.
3 October 2026
The Annual Audit page shows the date to appoint your auditor by (45 days before the return is due, per the ATO) once you have entered the return due date.
3 October 2026
Transfer Balance Reports (TBAR) now tracks a commutation made in response to an ATO commutation authority (60 days from the date of the authority), and the Document Register flags the trust deed, investment strategy, member and trustee changes and collectables storage decisions kept for under 10 years.
3 October 2026
Clearer wording on what is an ATO rule and what is not: death benefit nominations lapse only if the trust deed says so, and the 12-month strategy review is Cockpit’s own interval. New notes on appointing the auditor 45 days before lodgment, the written plan for in-house assets over 5%, and returning a downsizer contribution that doesn’t qualify within 30 days.
3 October 2026
Pension Minimum is rounded to the nearest $10 again, as the ATO does, so the figure can round down as well as up.
3 October 2026
Share your audit pack with your auditor: one printable document with everything auditors commonly ask for, and an optional read-only link that works for 7, 14 or 30 days. The auditor needs no account, and you can withdraw the link at any time.
3 October 2026
Notes & questions: an accountant with view-only access can now ask a question or leave a note on a page, the trustees can reply, and the thread can be marked resolved. A view-only member still can’t change any record.
3 October 2026
Trustees can acknowledge each minute, and a mistaken minute can be voided with a reason instead of deleted, so the log keeps the record of it.
3 October 2026
The Compliance Calendar shows who is doing each task, with a “Show only mine” view.
3 October 2026
Contribution Caps now holds the general concessional and non-concessional caps for each year from FY2018 to FY2027, so an older record is judged against the cap that applied at the time. A notice on the page says the statuses use the general caps only: the app does not track total super balance, carry-forward or bring-forward, so check a member’s own limit with your accountant before contributing.
3 October 2026
Contribution Caps now has a record of downsizer contributions, with the facts an auditor checks for each one.
3 October 2026
Your funds, for anyone looking after several funds: filters by status, and a download of the whole list as a spreadsheet.
3 October 2026
A new guide on what evidence supports an SMSF’s asset valuations.
2 October 2026
Heads-up emails, for people who have turned on reminders: one email as a date gets close (a nomination expiring, the annual return due), sent once for each stage, on top of the weekly summary.
2 October 2026
A new financial year checklist, with steps that tick themselves from your records so year two doesn’t start from a blank page. Nothing is carried forward for you, and a pension’s 1 July balance has to be entered fresh.
2 October 2026
Requests from the auditor: record each written request for documents and the date you sent them, with the 14 days counted. The audit page also has three more trustee confirmations, and the Document Register notes a record that should be kept for 10 years but is set to 5.
2 October 2026
A Fund Profile page with the trustee type, trust deed date and ABN, and a trustee register. A fund that doesn’t pay pensions can hide the Pension Minimum and TBAR pages.
2 October 2026
The Overview shows what has been recorded, so “Nothing flagged” can’t be mistaken for “all good” on a fund that is mostly empty.
2 October 2026
A fund’s as-at date now follows today unless you fix a date on purpose, and a fixed date shows a banner on every page.
2 October 2026
New summaries at a glance: a reporting summary on Transfer Balance Reports, a readiness bar on the Annual Audit page, a nomination coverage grid on Death Benefit Nominations and a trustee activity strip on the Overview.
2 October 2026
Search finds pages, sections and glossary terms as well as records, and matches words loosely. You can also send feedback from any page.
2 October 2026
Pension Minimum is worked out to the cent, shows how far payments are above the minimum, and has a notes box for each member.
30 September 2026
Investment Strategy: enter the actual dollars for each asset class, see target against actual in a chart, and choose Defensive as a risk tolerance.
29 September 2026
A new Fund Dealings check: six yes / no / not sure questions the auditor asks about loans to members, related-party dealings, assets held in the fund’s name, personal use, collectables and borrowing, signed by every trustee each year.
28 September 2026
Clearer navigation and labels: a “Your funds” link on every page, the sandbox is now the “practice fund”, and the BDBN and TBAR pages are spelled out in full.
28 September 2026
Transfer Balance Reports (TBAR) now tracks the shorter deadline for a commutation made in response to an ATO excess transfer balance determination: 10 business days after the end of the month.
28 September 2026
Optional two-step sign-in: a code from an authenticator app on your phone as well as your password, with recovery codes in case you lose it.
28 September 2026
TBAR guidance updated: every SMSF has reported quarterly since 1 July 2023, and the app now says so.
27 September 2026
A private calendar link: every due date across your funds in Google Calendar, Outlook or Apple Calendar, with alerts before each one.
25 September 2026
The whole site moved to a clearer design, including sign-in, sign-up and the terms page.
25 September 2026
A public page for accountants, showing exactly what the view-only seat looks like, with a live demo.
25 September 2026
A public glossary explaining every SMSF term the app uses.
24 September 2026
A shareable, view-only demo login for accountants — no sign-up needed to look around.
24 September 2026
SMSF funds can now have up to 6 members, the current legal limit (up from 4).
24 September 2026
Contribution caps now update automatically each financial year, instead of a fixed figure.
24 September 2026
The TBAR tracker now explains clearly, on the page itself, that it only shows the quarterly deadline.
23 September 2026
A weekly reminder email (off by default) for when something needs attention across your funds.
23 September 2026
A refreshed set of icons across the sidebar and the in-app guide.
22 September 2026
Daily, encrypted, automatic backups, independently tested end to end.
22 September 2026
“Sign out everywhere else,” to end every other signed-in session from one device.
21 September 2026
The public website and waitlist opened up.
It’s general information, 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.