Access bank account details

Naomi Burgess

• 20 January 2025 01:04

Where can you access the bank account details for a SMSF? I can't find them anywhere

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  Andre Jones

  • 20 January 2025 03:07

  Hi Naomi, 

  Thank you for getting in touch, 

  There are several ways to view the bank details of an SMSF. In my opinion the most direct method is outlined below:

  1. Click on the Accounting tab in the main toolbar on the left-hand side.
  2. Select Chart of Accounts. 
  3. Use the search bar to look up "60400," the account number for Bank Accounts. Alternatively, you can search for "Bank."
  4. Click the down arrow next to the Code to view all active Bank Accounts in the fund.
  5. Finally, select the name of the Bank to view the bank details. 

  If the Bank Details do not appear on the More Details screen, you may need to inquire why they were not added to Simple Fund 360.

  Please do let me know how you go with this.

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