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Smartcorp + Xero

Boost productivity while making entity setup fast and ASIC compliance management easy.

Request a Smartcorp Demo Try Xero for Free

Work smarter with our powerful two-way integration

Faster entity creation

Seamlessly set up entities, supporting documents and services using client data in Xero Practice Manager.

Client data is used to pre-populate any order making it so much faster.

Our unique integration provides the flexibility to setup entities from your Smartcorp account or Jobs Manager, if you prefer to start from Xero Practice Manager.

Effortlessly improve data management

Push client data, relationships and documents in Smartcorp to Xero Practice Manager, saving you time and giving you peace of mind that your client data is up to date and accurate.

Simplify ASIC compliance management

Synchronise Xero Practice Manager and ASIC client records in real-time.

Data mismatches are instantly identified in Corpliance, our ASIC compliance management system. Our integration and simple workflows enable updates to be pushed to Xero Practice Manager or to ASIC so your client records are always consistent.

Corpliance also offers Annual Review workflows, email reminders and debt alert capabilities so you can provide a superior corporate compliance service with fewer resources.

Enjoy exceptional support you can trust

Our cloud based platform is fast and efficient, but at times you may have a question or require additional support. We make it simple. Our local team of experts are available to provide support and are experienced in providing ASIC guidance when you need it.

...Really good two-way integration with Xero Practice Manager

With Smartcorp’s integration and automatic feed of data from Xero Practice Manager, data duplication and errors are significantly reduced. The best feature is no rekeying of data and when a company is created, I choose what data I want in Xero Practice Manager and everything including Company Certificates ends up in the right place. That’s really good!

Matt Groznik
Partner
Set 4 Life Accounting Solutions
...a big time saver, effortless data management

The integration is fantastic! There is no rekeying of data, so when I process an ASIC company change through Corpliance, I can automatically update data in Xero Practice Manager. Or if Xero is correct, I can push this change to ASIC with a few clicks. This integration saves me time and I have peace of mind that my clients’ data is consistent and accurate.

Dev Pathak
Tax Accountant
GFC Group Pty Ltd
...the two-way updates give me peace of mind

Before Smartcorp’s two-way integration keeping Xero Practice Manager up to date was time-consuming. Now with a push of a button, I can push data to Xero Practice Manager and it seamlessly updates. We have significantly reduced input errors and we have the reassurance that our data is 100% correct. It’s effortless to onboard and efficiency benefits are immediate.

Danii Paladino
Practice Manager
Caveo Partners
Request a Smartcorp demo

Why Smartcorp?

Smartcorp has 40 years of experience helping thousands of accounting firms. Our leading cloud based platform, streamlines entity setup and compliance management. We are well known for our exceptional service and support.

Easy ordering

Create entities, order legal documents and manage ASIC compliance.

Fast delivery

Full suite of legal documents - create companies, trusts and SMSFs in minutes.

Quick registrations

Register ACNs, ABNs, TFNs in minutes.

Legal support

High quality legal documents reviewed and supported by DGF Morgan & Associates

Time savings integrations

Optimise efficiency with our integrations to Xero, DocuSign, ASIC and the ATO

Simplify ASIC compliance

Use our workflow automation and alerts to streamline Annual Reviews, lodge bulk company changes and stay on top of debt due

Quality service and support you can trust

Our experienced team are here to answer your questions and provide ASIC support

Sign up for Smartcorp

Why Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use Xero’s mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.

Company Registration

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  • Proposed name of company (preferably include 2nd and 3rd choices as well)
  • The State or Territory Company will be taken to be registered
  • If the proposed name is identical to a registered business name and all the owners of the business name are to be members of the company:

    State or Territory of registration and Registered business number (if business registered prior to 28 May 2012)  OR

    Australian business number (if business registered on or after 28 May 2012)
  • Type of company - standard Pty Ltd or special purpose SMSF trustee
  • Registered office address of the company (not a PO Box) including occupier's name if company will not be occupying the address
  • Principal Place of Business of the company (not a PO Box)
  • If there is to be an ultimate holding company on registration, its name and ACN/ABN or ARBN and country of incorporation (if not Australia)
  • For officeholders and shareholders - full name (+ACN if a corporate shareholder), residential address and date and place of birth (town and state if within Australia, country only if overseas)
  • For officeholders - whether they are to be Director, Secretary or both.  (Note: The office of secretary is optional, but if appointed one must reside in Australia)
  • For shareholders - number and class of shares, paid and unpaid amounts and whether or not the shares will be held beneficially
  • Type of register - electronic documents only, presentation folder or full register
  • Would you like an extra copy of the company documents emailed directly to your client
  • For an additional fee, would you like a common seal
  • Would you like your firm's name and address printed on the cover of the company constitution
  • Would you like the ASIC administration of the company to be done through Corpliance, SmartCorp's online ASIC compliance service

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Unit Trust

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  • Name of Trust. Must not end with 'Pty Limited'. The Trust name does not have to include the word 'Trust', but usually does.
  • Jurisdiction (normally the State or Territory where the Trustee and other parties who sign the deed are located)
  • Full name (and ACN if a company) and address of Trustee. Can be either two or more individuals, or a company. Sole individual Trustees are not permitted.
  • Chairperson of Trustee (for minutes)
  • Names of unit holders. May be individuals, companies, trusts or superannuation funds. Charities are not normally included. If a trust or superannuation fund is holding the units, you must also enter the name of the Trustee of the trust or superannuation fund including its ACN (if a company).
  • Type of register - electronic documents only, presentation folder or full register.
  • Would you like an extra copy of the trust documents emailed directly to your client?
  • Would you like your firm's name and address printed on the cover of the deed?

SMSF Establishment

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  • Name of Fund.  Must not end with Pty Limited. The name does not have to include the words, 'Superannuation Fund' but usually does.
  • Jurisdiction. Normally the State or Territory where the Trustee and Members are located.
  • Full Name (and ACN if a company) and address of Trustee(s). A corporate trustee is preferable.

    (i)  For a corporate Trustee, full names of directors.  All the directors of the company must be Members of the Fund and there must be no other directors.  Each director must not employ any other Member, unless they are related.
    In a sole Member fund, that Member may be the sole director of the corporate Trustee or there may be one other director, who must not employ the Member, unless they are related.
    (ii)  For individual Trustees, all Trustees must be Members of the Fund and none of the Trustees must employ any other Member, unless they are related.
    In a sole Member fund, two Trustees are required, one of whom must be the Member.  The second Trustee must be over 18 years of age (DOB required) and must not employ the Member, unless they are related.
  • For any employer who will be contributing to the Fund, their name (and ACN if a company) and address and if the employer is a company, the full names of all directors (required for Minutes).
  • A SMSF has a maximum of four Members.  For each Member, their full name and address, sex and date of birth as well as their marital status and date of commencement of employment, if known.
  • Type of register - electronic documents only, presentation folder or full register
  • Would you like an extra copy of the trust documents emailed directly to your client
  • Would you like your firm's name and address printed on the cover of the deed

SMSF Deed Update

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  • Name of Fund
  • Jurisdiction. Normally the State or Territory where the Trustee and Members are located.
  • Type of Fund (Employer Sponsored or Self Employed/Gainfully Occupied).  After updating, the office of Principal Employer will cease to exist for Employer Sponsored funds. The former Principal Employer may still make contributions to the Fund as a Contributing Employer.
  • Name of parties who have power to amend the deed (e.g. Trustee)
  • Clause number in deed stating which parties have power to amend the deed.
  • Full Name (and ACN if a company) and address of Principal Employer (if any)
  • For any other employer who contributes to the Fund, their name (and ACN if a company) and address and if the employer is a company, the full names of all directors (required for Minutes).
  • Full Name and address of each Member of the Fund.
  • Full Name (and ACN if a company) and address of Trustee(s). If Corporate Trustee, full names of directors.
  • Type of register - electronic documents or hard copy
  • Would you like your firm's name and address printed on the cover of the deed?

An email with the Terms & Conditions has been sent.

Oops! Something went wrong while submitting the form :(

Discretionary Trust

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  • Name of Trust. Must not end with Pty Limited. The Trust name does not have to include the word 'Trust', but usually does
  • Jurisdiction (normally the State or Territory where the Trustee and other parties who sign the deed are located)
  • Full name (and ACN if a company) and address of Trustee. A corporate Trustee is preferable. If not a company, at least two individuals are preferred
  • Chairperson of Trustee (for minutes)
  • Full name (and ACN if a company) and address of Appointor(s). The Appointor has the power to appoint and remove the Trustee.

  • The Settlor must be an individual 18 years of age or over. A company cannot act as Settlor. They must be at arm's length from the trust and are not permitted to benefit from the trust; therefore they cannot also be the Trustee, the Appointor or a beneficiary of the trust. The Settlor should not be acting as the Agent of the person establishing the trust

  • Settled sum. A dollar amount must be specified. The settled sum is usually only a nominal amount ($10 or $20). The settled sum should be paid from the Settlor's own funds and should not be reimbursed either directly or indirectly by any other person.
  • Names of beneficiaries and any persons to be excluded as beneficiaries (if required)
  • Type of register - electronic documents only, presentation folder or full register
  • Would you like an extra copy of the trust documents emailed directly to your client
  • Would you like your firm's name and address printed on the cover of the deed

SMSF Borrowing Trust

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  • Name of SMSF Borrowing Trust
  • Jurisdiction.  Normally the State or Territory where the Trustee and Members are located.
  • Name of SMSF
  • Name of SMSF Borrowing Trust
  • Full Name, ACN and address of Custodian Trustee (Trustee of the Borrowing Trust).  The Custodian Trustee must be a company; Individual Trustees are not permitted.  The Custodian Trustee must not also be the Trustee of the SMSF.
  • Full Names of Directors of Custodian Trustee, one to be appointed as Chairperson (Address to be provided)
  • Address of the asset to be purchased
  • Legal Description of the asset (eg Lot and DP number) if known.
  • Full Name, ACN (if a company) and address of Trustee(s) of SMSF.  If Corporate Trustee, full names of all directors, one to be appointed as Chairperson.
  • Would you like an extra copy of the trust documents emailed directly to your client

Enquiry

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Thank you! Your submission has been received!

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Contact us on 1300 856 972