Do you want a SMSF in Xero system (No other SMSF software required)

How does it work

We will build templates in your Xero HQ, we give you a chart of accounts, we provide a checklist and we train you.

This service is valuable if:

1. You use Xero for tax and financial statements
2. All SMSF are on Xero
3. You have either
   1. An investment report with income and investments
   2. OR
   3. All income and investments in XLSX

If you answered YES to all questions then this option could save you having to subscribe to extra SMSF software.

This video explainer should help you.

Contact Us

SMSF Process Checklist

This XLSX is an example of what you are required to have.

Financial Statements

Download an example financial statements for a SMSF:

1. Has 2 members, a wife and husband
2. Uses a trustee company
3. Has basic investments - ASX shares, private companies, real estate

Chart of Accounts

Click here and use this chart of accounts.