Purpose-built infrastructurefor self-managed super funds
Cash management, contribution tracking, pension monitoring, and ATO-ready reporting — all designed specifically for SMSF trustees and their advisers.
SMSF workflows without spreadsheet risk.
Managing a self-managed super fund requires careful compliance with the Superannuation Industry (Supervision) Act 1993. Liberty Stone provides purpose-built infrastructure that automates compliance checks, tracks contributions against ATO caps, and generates audit-ready reporting.
From cash reserves to investment compliance, our SMSF solutions give trustees and advisers confidence that every transaction meets regulatory requirements.
The result is less manual oversight, fewer spreadsheet-driven processes, and better readiness for year-end audit and lodgement.
Compliance Checks
24/7
Continuous automated monitoring of SMSF compliance requirements.
Explore by focus area.
Switch between tabs to see benefits and detailed features for each part of this service.
Cash Management
Compliant cash reserves with automated SIS Act monitoring and contribution tracking.
Benefits
6 pointsFeatures
Detailed capabilitiesContribution Tracking
Automatically categorise and track concessional and non-concessional contributions against current ATO caps.
Pension Payment Monitoring
Set up automated alerts when minimum pension payments are approaching. Track lump sum and income stream withdrawals.
Multi-Member Support
Manage cash across multiple members within a single fund. Track individual member balances and entitlements.
SMSF operations,
kept audit-ready.
Configure trustee-friendly controls, automate compliance checks, and keep every SMSF cash and investment workflow ready for review.