SMSFs alongside the rest of the group
SMSF entity management software for trustee governance
SMSFs are entities too. EntityFlo manages SMSF governance alongside your corporate group: trustee appointments, member registers, compliance obligations, and trust deed reviews in one platform.
Your first entity is free. No credit card required.
SMSF entity management means tracking Self-Managed Superannuation Funds with the specific governance obligations superannuation legislation imposes: trustee eligibility, member registers, trust deed compliance, investment strategy reviews and annual audits: inside the same platform used for the rest of the corporate group. EntityFlo tracks these SMSF-specific requirements within its trust entity framework, monitors trustee eligibility and consent documentation, and links the fund to its corporate trustee so that governance changes at one are reflected in the compliance assessment of the other.
What breaks once you pass five entities.
SMSFs are managed separately from everything else
Spreadsheets, specialist SMSF software or the fund's accountant: SMSF trustee changes and obligations are invisible alongside the rest of the group.
Trustee eligibility and member relationships are easy to lose track of
Trustee appointments, eligibility confirmations and consent documentation need structured tracking, not memory or loose files.
Corporate trustee changes don't flow through to fund compliance
A director change at the trustee company should be reflected in the fund's compliance assessment, not tracked as an unrelated event.
SMSF governance, not a separate system
EntityFlo treats SMSFs as entities in the group: with SMSF-specific compliance layered on top of the same trust entity framework used elsewhere.
Trustee and member management
Trustee appointments, eligibility confirmations and consent documentation tracked for individual and corporate trustees alike.
SMSF-specific compliance monitoring
Trust deed currency, investment strategy reviews, audit requirements and regulatory return deadlines tracked with due dates and severity ratings.
Trustee company linked to the fund
Changes at the corporate trustee: such as a director change: are reflected in the compliance assessment of the fund itself.
Documentation and audit trail
Trust deeds, trustee consents, financial statements and audit reports stored with version tracking and a complete chronological record.
The EntityFlo operating model.
Bring SMSF entities into the same register as companies and trusts.
Track trust deed currency, trustee eligibility and member consent.
Monitor investment strategy reviews and audit obligations.
Link the trustee company and the fund so changes flow through.
Store documentation with version history and a complete audit trail.
Built for CFOs, General Counsel & Company Secretaries.
What SMSF entity management actually covers
SMSF governance differs from standard trust or company governance in specific ways: EntityFlo tracks all of it in the same place as the rest of the group.
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EntityFlo vs. spreadsheets vs. others
SMSFs deserve the same structured tracking as every other entity in the group: not a separate spreadsheet the accountant maintains.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
Can EntityFlo manage SMSF entities?
Yes. EntityFlo manages SMSF entities as trust structures with SMSF-specific compliance requirements, trustee tracking, member registers, and governance workflows.
Does EntityFlo track SMSF trustee eligibility?
Yes. EntityFlo monitors trustee eligibility status and tracks appointment documentation, consent forms, and identity verification for SMSF trustees.
How does EntityFlo handle SMSF compliance?
The compliance AI monitors SMSF-specific obligations including trust deed reviews, investment strategy currency, audit requirements, and regulatory return deadlines alongside general trust compliance.
Can EntityFlo manage the SMSF corporate trustee?
Yes. EntityFlo manages both the SMSF entity and its corporate trustee company, tracking the governance relationship and ensuring changes at the trustee company are reflected in the fund's compliance assessment.
Can EntityFlo manage multiple SMSFs for a family office or accounting practice?
Yes. Portfolio-wide document management and compliance tracking reduces the administrative burden of managing each fund's documentation independently.
Bring SMSF governance into the group
Trustee tracking, member registers and compliance monitoring alongside every other entity in your portfolio. First entity free, forever.