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SMSF tracker

Job tracker firmsFor: Accountant

Fund checklists for FY26, All SF and Easy SMSF.

SMSF tracker lists every self-managed super fund the firm looks after, grouped by who manages them and by fund type.

The SMSF tracker on its FY26 All SF sheet: funds grouped under Larkin Partners Managed Funds and Calloway Group, then by fund type, each with a key colour, status, partner, accountant, fund type and comments, and counts completed and to do.
The SMSF tracker.
  • Two sheets: FY26 All SF and Easy SMSF.
  • Funds are grouped by manager, then by type (accumulation, pension, part pension), with counts completed and to do, and the average fee.
  • Key explains the coloured dots.
  • Each fund has its status, partner, accountant, fund type and comments, then its checklist steps to the right.
  • The sheets: All Accountants, For Manager Review, per accountant, To Be Assigned (being written)Job tracker firms
  • Import the weekly workbook (being written)Job tracker firms

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Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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