Smart Wealth Advisors

Accountant · Sydney, Suite 1204 227 Elizabeth Street, Sydney, New South Wales

  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Smart Wealth Advisors is a professional service firm with deep expertise in tax and advisory, who sought to fill a distinct void in the accounting and finance industry for adaptive, high-quality, client-focused financial services.

Affiliations

  • Bstar Alliance Partner
  • CPA Australia
  • The Tax Institute
  • Chartered Accountants of Australia & New Zealand

Smart Wealth Advisors: Bank experience

Clients of Smart Wealth Advisors connect to a range of banks via Xero. Smart Wealth Advisors specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (AU)
  • Airwallex
  • American Express (AU)
  • BankWest (AU)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • Corporate Alliance
  • National Australia Bank NAB (AU)
  • PayPal
  • St George Bank (AU)
  • Suncorp Bank (AU)
  • Tyro Payments (AU)
  • Westpac (AU)

Smart Wealth Advisors: Industry experience

Smart Wealth Advisors works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Wholesale
  • Media and communications
  • Not-for-profit

Smart Wealth Advisors : App experience

Smart Wealth Advisors serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

Find us

Smart Wealth Advisors has an office in 1 location

Sydney

Sydney, Suite 1204 227 Elizabeth Street, Sydney, 2000, New South Wales

+61 292660201

New to Xero? Smart Wealth Advisors can help

Xero is beautiful online accounting software for smaller businesses. Smart Wealth Advisors can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2016
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.