How to model a Partial Rollover to SMSF

Following on from the update to Xtools+ Super & Pension, modelling partial rollover(s) To and From Accumulation to SMSF are much easier:

After you have created the base details in your Xtools+ (including the SMSF Entity), we can then action the rollover. Navigate to 'Input -> Individual -> Super -> Client (or Partner) -> SOP Transactions', then to the 'Super Rollovers' tab:

From this page you can then select at the top of the screen which account you wish to rollover the funds 'From', noting the funds will then go into an intermediary 'Transfer Account':

Then you can scroll down the page to select which account you wish to transfer the balance from the 'Transfer Account' across to:

With this increase in functionality, you can now perform multiple rollovers through your modelling.