SMSF portfolio management software


Simplify your SMSF administration with an award-winning online SMSF portfolio tracker & reporting software built for Australian investors.


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Track all of your investments

Track automatically updated price and performance data on over 240,000 stocks, ETFs and mutual funds worldwide.
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Manage SMSF portfolios + more

Track your performance and calculate tax implications across both your personal and SMSF investment portfolios.

Run reports for SMSFs

Run reports built for SMSF trustees including asset allocation, investment income, franking credits, and capital gains tax.

Swap your spreadsheet for Sharesight

Managing your SMSF portfolio used to involve manually updating a spreadsheet and hours spent with your accountant. Online SMSF portfolio management tools like Sharesight make it easy.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.

Everything you need to track your SMSF and personal investments

With Sharesight, all your investment data lives in one place. Track both your SMSF and personal investment portfolios and access powerful reports that make it easy to calculate both your investment performance and tax.

Track your SMSF investment income

Report your SMSF income from dividends, distributions and interest payments, broken-up by local Australian (non-trust and trust) income and foreign income with the Taxable Income Report.

Built for SMSF trustees, the report includes all franking credits earned during the financial year. With historical dividend data going back over 20 years the report can be run at any time, over any time period to help you complete your tax return.

Taxable Income Report AU 2020

Calculate your SMSF capital gains tax

Calculate your SMSF CGT liabilities with the Capital Gains Tax Report. With CGT discounts automatically applied for SMSF portfolios this report makes it easy to optimise your capital gains position alongside the Unrealised CGT Report.

CGT Report AU 2021

Document your SMSF asset allocation

Track your SMSF asset allocation and diversification requirements across FACTSET investment classifications, or create your own groupings with the Diversity Report.

This makes it easy to rebalance your SMSF in accordance with your documented investment strategy.

Sharesight Report - Diversity Report

Understand your SMSF performance

Dive deeper into the performance of your SMSF asset allocation strategy using Sharesight’s Contribution Analysis Report, which shows you the contribution of each asset class to the overall performance of your portfolio.

Group the investments in your portfolio along the dimensions of your choice to compare performance across different countries, industries, sectors and more.

Sharesight Report - Contribution Analysis Report

How I manage my SMSF with Sharesight
Find out how self-directed investor Andrew Bird uses Sharesight to manage his SMSF.

Built for SMSF trustees

Investors just like you use Sharesight to get all the info they need to report investment income as part of their SMSF administration with the ATO.

✔️ Australian tax rules


CGT discounts are automatically calculated based on your tax entity: Individual/Trust, SMSF or Company.

✔️ Franking credits


See all your dividends automatically tracked, with a breakdown of franked and unfranked dividend income.

✔️ SMSF record-keeping


Automatically record all trades & dividends, and connect to Xero to reconcile with your bank account.

Upload your holdings, and we’ll take it from there

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Upload your holdings

Sign up and add your holdings – either by connecting to your broker, uploading a spreadsheet, or manually entering your trading history or opening balances.
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Get automatic updates

Sit back and watch as corporate action data (such as dividends and stock splits) are automatically incorporated – going back up to 20 years, and ongoing.
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Gain powerful insights

Graph your performance, benchmark your portfolio against any stock or ETF, and see your asset allocation and portfolio diversity by country, sector and more.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.

Investors love tracking their SMSF with Sharesight

Plans and pricing

Start by tracking up to 10 holdings for free!
Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.

FREE


$0/month


1 portfolio
10 holdings
Limited reporting

STARTER


$11.25/month billed yearly
(or $15/month)

1 portfolio
20 holdings
Limited reporting

INVESTOR


$18/month billed yearly
(or $24/month)

4 portfolios
Unlimited holdings
Advanced reporting

EXPERT


$23.25/month billed yearly
(or $31/month)

10 portfolios
Unlimited holdings
Full reporting

SMSF portfolio tracker FAQ

Who is Sharesight's SMSF portfolio management software suitable for?
Who is Sharesight's SMSF portfolio management software suitable for?

Sharesight's online portfolio tracker is designed for the needs of self-directed investors, including self-managed superannuation fund (SMSF) trustees. With Sharesight, investors can effortlessly track all of their investments in one place, including investments across asset classes, markets, currencies, share registries and brokers. This makes it easy for SMSF trustees to track their personal investments in the same place they track their SMSF, and gives trustees the data they need to prepare annual returns and file SMSF tax paperwork.

How do I track SMSF investments with Sharesight?
How do I track SMSF investments with Sharesight?

It's easy to track your SMSF investments in Sharesight, once you have signed up for an account and created an SMSF portfolio, you can simply import your investments via our Trade Confirmation Email feature, spreadsheet file importer or manually enter your trades. Once your SMSF investments have been added to your portfolio, your performance will automatically be tracked, including all dividends and distributions, franking credits and currency fluctuations.

SMSF admin & reporting features in Sharesight:
SMSF admin & reporting features in Sharesight:
  • Tax settings for SMSFs: Sharesight automatically applies the correct CGT discount rate for SMSFs at the portfolio level.
  • Taxable Income Report: Determine your SMSF's taxable income with a breakdown of any dividends, distributions, franking credits and interest payments you earned throughout the financial year.
  • Capital Gains Tax Report: Automatically calculate capital gains for your SMSF tax return according to the ATO's SMSF tax rules.
  • Unrealised Capital Gains Tax Report: View all of your SMSF portfolio's unrealised capital gains to explore various tax loss selling scenarios and make informed investment decisions.
  • All Trades Report: Verify your records by viewing a list of all buy and sell trades made in your SMSF portfolio over any selected period.
  • Historical Cost Report: Prepare your SMSF's annual reporting with the ability to compare the market value and historical cost of your SMSF portfolio over any selected period.
  • Diversity Report: Determine the diversification and asset allocation of your SMSF portfolio to help evaluate your SMSF investing strategy, rebalance your portfolio to meet your SMSF's diversification requirements and prepare your annual reports.
  • Future Income Report: Project your SMSF's cash flow by tracking upcoming announced dividends.
  • Xero integration: Connect your Sharesight and Xero accounts to sync details of your trades and dividend payments to Xero, plus reconcile transactions against your SMSF bank account, including superannuation contributions.
Does Sharesight's SMSF tool help with Australian tax reporting?
Does Sharesight's SMSF tool help with Australian tax reporting?

Sharesight's online portfolio tracker is a cost-effective platform designed to help investors prepare their Australian tax return and meet their SMSF reporting requirements. Tax reporting tools such as the Taxable Income Report and Capital Gains Tax Report are useful for investors who need an SMSF software that will give them a breakdown of all the dividends/distributions, franking credits, interest payments and capital gains they have incurred in their SMSF portfolio. SMSF trustees can also download these reports to share with their accountant, or even securely share access to their Sharesight portfolio — so your accountant sees the exact same thing you do.

How to track net wealth position and investment performance across SMSF and personal portfolios?
How to track net wealth position and investment performance across SMSF and personal portfolios?

With Sharesight, you can track everything from stocks and ETFs to managed funds, brokerage cash accounts, property and cryptocurrency — all in one place. This means you can clearly see the full picture of your performance (and your net wealth). Simply separate your personal investments and SMSF investments into different portfolios, making it easier to track the performance of your portfolios individually (as well as the tax implications). It's also easy to see your wealth and performance across multiple Sharesight portfolios by creating a Consolidated View, which amalgamates the stocks, ETFs and funds across all of your portfolios into one "view", which you can access in your Portfolio Overview page, as well as throughout the majority of Sharesight reports.

Disclaimer: The above content is for informational purposes only and does not constitute a specific product recommendation, or taxation or financial advice and should not be relied upon as such. While we use reasonable endeavours to keep the information up-to-date, we make no representation that any information is accurate or up-to-date. If you choose to make use of the content on this page, you do so at your own risk. To the extent permitted by law, we do not assume any responsibility or liability arising from or connected with your use or reliance on the content on our site. Please check with your adviser or accountant to obtain the correct advice for your situation.

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