tradeoptimiser.com
Self-managed super funds
SMSF trustees face a unique combination of compliance obligations, rising costs, and a shifting tax environment. Trade Optimiser gives trustees and their advisers a faster, more rigorous way to identify performing stocks — and move on from ones that aren't.
653k+
SMSFs in Australia
$1.05T
Total SMSF assets
$933k
Median fund size
28 days
IAR delivery deadline
Pressures on trustees
| Pressure | What it means for your fund |
|---|---|
Audit compliance IAR (NAT 11466) | The independent auditor's report — updated July 2024 — must cover both a financial audit (Part A) and a compliance audit (Part B), delivered within 28 days of receiving all relevant documentation. |
Rising admin cost Disproportionate for smaller funds | Reporting obligations add a fixed cost that hits smaller funds hardest. A fund with $300k in assets carries the same compliance overhead as one ten times its size. |
Capital gains tax Proposed indexation changes | The proposed CGT indexation model raises the effective rate on profitable investments. Losses remain unindexed — meaning inflation erodes the real value of a loss with no offset. |
Market distortion Prolonged cheap-money era | Decades of low-cost capital have inflated certain asset classes — particularly real estate — diverting capital from productive investment and compressing the universe of genuinely performing stocks. |
How Trade Optimiser helps
01
Screen thousands of stocks
Literally thousands of charts checked multiple times a day. The software adjusts multiple columns in response to real-time changes across every stock in the universe.
02
Filter to the performers
Multiple filtering mechanisms isolate the stocks actually moving in any sector. Surface entry and exit points for consideration — without wading through the noise manually.
03
Due diligence in one click
Handy external links jump directly to each stock's detail page and TradingView chart. Complete your own due diligence without switching between a dozen tabs.
04
Work alongside your adviser
Trade Optimiser does not provide advice — that remains with your financial adviser. Subscribers working directly with their advisers can use the tool together to build a performance strategy for their fund.
A better approach
01
Compound, don't holdHolding through deep corrections and never realising a lower tax rate no longer makes financial sense. Compounding profits on a regular basis — capturing upswings and moving on — is the rational alternative.
02
Limit time in non-performersA limited number of companies drive the majority of market returns. Non-performing stocks quietly erode fund value. Identifying and exiting them early is the most underrated lever available to trustees.
03
Pro-active beats passiveThe buy-and-hold model works in specific circumstances. In most others, a more active posture — aided by the right tooling — is what closes the gap between average and excellent fund outcomes.
No advice — by design
Trade Optimiser surfaces information and filters, not recommendations. Investment decisions remain with the trustee and their licensed financial adviser. Subscribers working directly with their advisers can use the platform together to build a structured performance strategy — combining the software's screening power with the adviser's guidance.