Do you want a whitelabel SMSF solution

We offer a service for small accounting firms who do not want to subscribe to SMSF software

How it works

Essentially, you are "borrowing" our software.

Who should use this service

You would need to say YES to all these questions

1. Are you an accounting firm in Australia?
2. Do you have the SMSF set up on Xero?
   1. If NO - please use our chart of accounts below here and set one up
3. Do you have either
   1. An XLSX workbook with all income and investment information
   2. An investment report showing all income and investment information

Get In Touch

Example client

Jane operates her own sole practice in Queensland.

Although she prefers to only offer taxation services, she has 2 clients that own SMSF and she needs to either find an outsource solution or subscribe to SMSF software.

The 2 SMSF are very basic in nature, with two trustees (husband and wife) one bank account, one investment property and around 10 ASX listed shares.

She has kept all SMSF activity in XLSX, including the member balance calculations.

We helped her though this process:

1. She invited us into Xero
2. We created a DRAFT financial report using our "SMSF in Xero" system
3. We added all the extra income and investment schedules into the financial report
4. We completed 2 extra manual journals to record the member balances
5. She sent it for audit and it was lodged
6. The only cost to her was the Xero ledger and her time to manage the records in XLSX.

Here are some  FREE resources for you

Download the example financial statements

Download the example chart of accounts

Watch this NEW video (coming in June 2025)