Big 4 Analytics at a Fraction of the Cost
Institutional-quality D3.js visualizations, real-time compliance monitoring, and automated ATO reports—designed for trustees who want control without complexity.
From $49/month AUD • No lock-in contracts • Cancel anytime
The Sweet Spot Between Big 4 and DIY
For 200,000 SMSFs with $500K-$2M in assets: too sophisticated for spreadsheets, too cost-conscious for $5K+/year Big 4 services. We deliver institutional-grade analytics and compliance at consumer pricing.
600K+
SMSFs in Australia
90%
Cost Savings vs Big 4
14 Days
Free Trial
Institutional-Grade D3.js Analytics
Force-directed graphs for asset correlation, Sankey diagrams for contribution flows, treemaps for portfolio allocation. Professional visualizations typically only found in Big 4 services.
Proactive Compliance Alerts
Real-time warnings before breaching contribution caps ($30K concessional, $120K non-concessional) or missing pension minimums. Never face ATO penalties again.
One-Click ATO Reports
Generate quarterly PDF reports with fund summary, contributions, holdings, and compliance status. ATO-compliant formatting ready for lodgement.
Mobile-First PWA
Manage your SMSF on-the-go with our fully responsive Progressive Web App. Unlike desktop-only Big 4 portals, access your fund anytime, anywhere.
How We Compare
See why trustees choose us over expensive Big 4 services and risky DIY spreadsheets
| Feature | SMSF Trustee Copilot | Big 4 Services | DIY Spreadsheets |
|---|---|---|---|
| Annual Cost | From $588/year | $5,000+/year | Free (high risk) |
| D3.js Analytics | |||
| Mobile Access | |||
| Real-Time Alerts | |||
| Setup Time | 5 minutes | 2-4 weeks | Hours |
| ATO Reports | |||
| Trustee-Focused UX |
Simple, Transparent Pricing
No hidden fees. No lock-in contracts. Cancel anytime.
Starter
$49/month
Perfect for individual trustees
Up to 1 SMSF
All D3.js visualizations
Real-time compliance alerts
Quarterly PDF reports
Mobile & desktop access
Email support
Professional
$99/month
For serious SMSF investors
Up to 3 SMSFs
All Starter features
Advanced portfolio analytics
Scenario modeling
Strategy comparator
Priority email support
Monthly compliance reviews
Enterprise
Custom
For accountants & advisors
Unlimited SMSFs
All Professional features
White-label branding
API access
Dedicated account manager
Custom integrations
SLA guarantee
All prices in Australian Dollars (AUD) • 14-day free trial • No credit card required
Ready to Take Control of Your SMSF?
Join hundreds of Australian trustees who've switched from spreadsheets and expensive Big 4 services.
No credit card required • Setup in 5 minutes