How to get SMSF in Xero

Are you looking for an SMSF solution?

Need an SMSF solution?

Are you a Xero Partner?

Are you using Xero for financial statements?

If you answer yes to all three, then we are now providing our clients with a new solution:

SMSF In Xero.

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.

SMSF Process Checklist

Click here for the XLSX checklist.

Video explainer