SMSFAI
- Company typePrivate
- Founded2024
- HeadquartersAdelaide, Australia
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
SMSFAI firmographics
Firmographics- Name
- SMSFAI
- Legal name
- SMSFAI Pty Ltd
- Website
- https://smsfai.com.au
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where SMSFAI is headquartered
LocationHeadquarters
- HQ city
- Adelaide
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
SMSFAI business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- SMSF Administration Services: Annual subscription fees for SMSF administration services across three tiered plans. Services include accounting, tax, compliance, reporting, and audit. Revenue is recurring annual subscription-based with tiered pricing based on investment complexity.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Smart Essentials - Simple SMSF service |
| Subscription | Annual | Advanced Solutions - Enhanced investment options |
| Subscription | Annual | Premium Insights - Full service with complex assets |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
SMSFAI product offering
Product offeringCore offering
SMSFAI sells annual subscription-based SMSF (Self-Managed Superannuation Fund) administration services to Australian individuals through three flat-fee tiers. The service combines AI-powered compliance automation, daily online reporting, annual accounting and tax, independent audit, and personalised AI-generated video reports with human expert support from founder Olivia Long. Advanced tiers add support for alternative investments such as cryptocurrency, direct/commercial property, precious metals, foreign assets, private unit trusts, and derivatives.
Product overview
SMSFAI is an AI-powered SMSF (Self-Managed Super Fund) administration platform that provides tiered subscription services for establishing and managing SMSFs. The platform offers three service tiers: Smart Essentials ($2,480/year) for basic SMSF administration with daily reporting and annual video reports; Advanced Solutions ($2,910/year) adding cryptocurrency, direct/commercial property, and precious metals support; and Premium Insights ($3,620/year) further expanding to multiple residential/commercial properties, foreign assets, private unit trusts, and derivatives. All tiers include AI-driven personalized video reporting, real-time dashboard access, expert human support, and compliance automation.
Differentiator
Problem solved
Functional benefit
Products and services
- Smart Essentials Entry-level annual SMSF administration subscription (A$2,480 per year) for simple SMSF structures. Includes daily online reporting, annual accounting and tax, annual video reporting, and annual independent audit, delivered via the SMSFAI platform with human expert support.
- Advanced Solutions Mid-tier annual SMSF administration subscription (A$2,910 per year) including all Smart Essentials features plus support for alternative investments: cryptocurrency, direct property, commercial property, and precious metals/collectibles.
- Premium Insights Top-tier annual SMSF administration subscription (A$3,620 per year) including all Advanced Solutions features plus up to two residential properties, up to two commercial properties, collectibles and precious metals, foreign assets, private unit trusts, and derivatives.
Quantifiable outcome
- Same-day SMSF establishment process
- +1 more outcomes
Companies that use SMSFAI
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
SMSFAI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature4 records
SMSFAI partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- The Smith FamilyminorFor every SMSF that joins SMSFai, a portion of fees is donated to The Smith Family - supporting disadvantaged Australian children through education, scholarships, and mentoring programs to help break cycles of disadvantage. This is part of SMSFai's social impact and ESG commitments.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
SMSFAI competitors and assessment
Company assessmentDirect peers
- SuperIQ: SuperIQ is an Australian SMSF administration and accounting service offering tiered plans and online reporting. Its product structure and target customer closely mirror SMSFAI's three-tier subscription model and individual trustee focus.
- SMSF Warehouse: SMSF Warehouse is an online SMSF administration provider focused on streamlined setup and ongoing compliance. It is a direct competitor to SMSFAI on the same digital-first, individual-trustee customer proposition.
- BGL Corporate Solutions: BGL provides Simple Fund 360 and CAS 360, the dominant cloud SMSF accounting software platforms used by accountants and administrators. It competes with SMSFAI at the tech-enabled administration layer, particularly where SMSFAI's direct-to-consumer model intersects with accountant-led SMSF workflows.
- SuperConcepts (SmarterSMSF): SuperConcepts / SmarterSMSF is a tech-enabled SMSF administration provider in Australia offering digital setup and ongoing admin. It is highly comparable to SMSFAI's direct-to-consumer, online-led positioning and serves the same individual trustee market.
- Accurium: Accurium is an Australian specialist in SMSF actuarial certificates, auditing, and technical consulting. It overlaps with SMSFAI's compliance and audit scope and addresses the same SMSF trustee market, although with a more professional/advisor-oriented go-to-market.
- Class: Class is a leading cloud SMSF accounting and administration platform widely used by Australian accounting practices. It is comparable to SMSFAI in product category (tech-first SMSF admin) and overlapping end-trustee benefits, even though Class is primarily accountant-distributed rather than direct-to-consumer.
- Heffron: Heffron is one of Australia's largest dedicated SMSF administration and consulting specialists, serving individual trustees and accountants. It is the closest incumbent analogue to SMSFAI in scope (full SMSF admin, audit, advice) and target customer, competing head-on for the same Australian SMSF trustee wallet.
- Cavendish Superannuation: Cavendish is a long-established Australian SMSF administration, accounting, and audit firm. It targets the same individual SMSF trustee customer as SMSFAI and is a direct competitor on service scope, although with a more traditional (rather than AI-led) delivery model.
Broad incumbents
- HUB24: HUB24 is a major Australian investment and superannuation platform offering SMSF and investor-directed portfolio services. It competes with SMSFAI for SMSF-linked investment administration and reporting, but as part of a broader wealth platform rather than a dedicated SMSF admin niche.
- AMP Limited: AMP is one of Australia's largest retail wealth and superannuation groups and provides SMSF administration and related services. It is comparable as an incumbent offering overlapping SMSF functionality, though AMP's SMSF business sits inside a much broader super and wealth platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
SMSFAI social profiles
Digital presenceSMSFAI financial estimates
Financial estimateRevenue estimate
Valuation estimate
SMSFAI leadership team
Management profileNumber of profiles
Profiles1 record
SMSFAI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SMSFAI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SMSFAI
What does SMSFAI do?
SMSFAI sells annual subscription-based SMSF (Self-Managed Superannuation Fund) administration services to Australian individuals through three flat-fee tiers. The service combines AI-powered compliance automation, daily online reporting, annual accounting and tax, independent audit, and personalised AI-generated video reports with human expert support from founder Olivia Long. Advanced tiers add support for alternative investments such as cryptocurrency, direct/commercial property, precious metals, foreign assets, private unit trusts, and derivatives.
Is SMSFAI a public or private company?
SMSFAI is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SMSFAI founded?
SMSFAI was founded in 2024. It employs 1 to 10 people.
Where is SMSFAI based?
SMSFAI is headquartered in Adelaide, Australia, in the Oceania region.
How does SMSFAI make money?
One revenue line is on record: SMSF Administration Services.
Who are SMSFAI's main competitors?
Direct peers on record are SuperIQ, SMSF Warehouse, BGL Corporate Solutions, SuperConcepts (SmarterSMSF), Accurium, Class, Heffron and Cavendish Superannuation. Broad incumbents are HUB24 and AMP Limited.
Does SMSFAI have an API?
No public API is recorded for SMSFAI.