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SMSF · Trust by Veela

Good to see you, Miriam

This is Ironbark Family Super Fund's portal — everything below is illustrative demo data.

Latest recorded total
$1,250,000
A lens — not an adopted schedule
Asset register
5 active
Acquisitions and disposals resolve through decisions
In-house assets
16.8%
Warning at 4% · statutory limit 5%
Members
2
Active fund members

Value

A lens over the latest recorded value per asset — not an adopted schedule. 0/5 assets currently carry an adopted latest value.

$1.3Mindicative value
Ironbark Cash Management AccountIndicative$184,320
ASX-listed share and ETF portfolioIndicative$612,450
12-month term deposit — Big Sky Regional BankIndicative$95,000
Southern Cross Private Credit Fund — unitsIndicative$148,230
Bindalong Engineering Pty Ltd — ordinary shares (15% held)Indicative$210,000
Total$1,250,000
$1.3M$625kJuly 25June 26
Adopted schedules (sparse by design)Indicative lens (observations and saved values)

Open tasks

◔
Evidence chase-list — Bindalong Engineering Pty Ltd
Sentinel is chasing the outstanding FY26 valuation for Bindalong Engineering Pty Ltd. The comparable-multiple proposal is ready for trustee review in the Valuation round tab.
open
!
In-house asset ratio — review required
The fund's holding in Bindalong Engineering Pty Ltd — a related party, controlled by the members' family — sits at 16.8% of fund assets, above the 5% statutory in-house asset limit. Flagged for trustee review ahead of the FY26 SMSF audit.
open

Annual round

30 Jun 2026EVIDENCE
1Proposals assembled from evidence
2Trustee confirms every line
3One resolution adopts the schedule
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Five free view-only adviser seats are included on every trust plan — they can inspect the current record without changing your work.