Tracking SMSF Accounts
If you have a Self-Managed Super Fund (SMSF), you can set up a dedicated portfolio in Navexa.
This keeps your SMSF separate from your personal portfolios.
Listed assets like shares, ETFs (Exchange-Traded Funds) and LICs (Listed Investment Companies) can sync automatically if your SMSF has its own brokerage account connected to Navexa.
Managed funds, property, cash accounts and other unlisted assets must be entered manually as custom investments.
Income such as distributions or interest can also be added manually.
💡Think of a portfolio in Navexa as one tax entity. Creating a portfolio for your SMSF means its performance and reports are independent of your other holdings.
Tracking Retail or Industry Super Funds
You can also track regulated (retail or industry) superannuation funds.
These must be added manually — we don’t support automatic connections to super fund platforms.
You can record balances, unit prices, or add a custom investment to represent your fund.
This still allows you to see your super’s performance alongside your other portfolios in Navexa.
Automation vs Manual Entry
SMSF with a brokerage account: Only listed securities (shares, ETFs, LICs) can be automated through broker feeds.
Managed funds, property, cash, unlisted assets: Manual entry only.
Retail/industry super fund: Manual updates only.
Key Takeaway
Yes, you can track your superannuation in Navexa. SMSFs can be set up as their own portfolios — with some automation for broker-traded assets. Regulated super funds can be tracked, but only by manual entry.