How to add a fund into SuperComply via Completed Documents

Funds created via NowInfinity can be added to your SuperComply register from the Collaboration page of a completed SMSF Establishment document. 

Navigate to Menu > Completed Documents and click on the name of the SMSF that you have established.

Note: You will automatically be redirected to this page after completing the SMSF Deed of Establishment. 

Click the "View" button in the "SuperComply" integrations option to add the fund to SuperComply.

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Enter details of the Account Manager, Signing and Billing contact (all optional) then select "Add to SuperComply":

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View the profile by selecting the fund name in the SuperComply integration section.   

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The fund profile in SuperComply will appear as follows: 

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