moneyGPS SMSF

moneyGPS SMSF Raises the Bar with New Platform Enhancements

July 2, 2025

moneyGPS SMSF delivers Australia’s first and only digital SMSF analysis platform, purpose-built for trustees, fund members and advisers.

Our secure, integrated solution provides actionable SMSF Check-Up Reports, streamlines fund administration, enhances engagement, and uncovers optimisation opportunities. Scalable subscription options and intuitive tools ensure confident, compliant growth for SMSF practices of any size.

Recent Enhancements to the SMSF Check-Up Report Service

1. Flexible, Tier-Based Subscription Plans

Replaced legacy pricing with a tier-based pricing model, offering monthly or annual subscriptions.
Tier levels adjust automatically to report volume, giving you complete control over cost and usage.

2. On-Demand Subscription Adjustments

Users can now adjust the number of reports in their existing plans, with support for both upgrades and downgrades using a proration mechanism.

3. Strengthened Security Upgrade

Mandatory multi-factor authentication (MFA) has been enforced for all users, with One-Time Passcodes (OTP) sent to registered email addresses.

4. One-Time passcodes (OTP) Login Selection

Primary users can now register multiple email addresses to login to the one account and choose their preferred email address during OTP-based login.

5. Up-to-Date Support Content

Revised calculations and guidance to reflect current deeming rates, ATO benchmarks, legislative updates, and performance data.

6. Library and Dependency Updates

Upgraded front-end node modules and third-party libraries to the latest compatible versions, reducing vulnerabilities and unlocking new capabilities.

7. Class Super Integration

Added seamless data retrieval from Class Super, matching our existing BGL integration for effortless report generation.

8. Comprehensive Security Audit

Completed a Vulnerability Assessment & Penetration Test (VAPT), identifying and remediating potential risks to ensure platform integrity.

Upcoming Enhancements

1. Fully Customisable Reports

Users will be able select only the pages and sections needed before generating the final client document—keeping reports concise and client-focused.

2. Expanded & Optimised Report Sections

We have a number of new sections to be added to the report, as well as removing some sections based on user feedback. We will also be updating and enhancing certain existing sections in line with user feedback.

3. Branding & UI Overhaul

Planned improvements include:
– Refresh visual branding,
– enhance interface elements (loaders, alerts, error messages),
– refine validation workflows, and
– implement more robust error handling for a smoother user experience.

With these enhancements, moneyGPS SMSF continues to raise the bar for digital SMSF administration and advisory support, ensuring your practice is secure, scalable, and always aligned with the latest industry standards.