How to add a fund into SuperComply via completed documents

For more information, refer to the instructions below.

For any fund created via the documentation platform, you will have the ability to add the fund to SuperComply from the Collaboration page.

Click on the "Completed Documents" in the Main Menu.

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

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

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Enter the details of the account manager, the signing contact and billing contact then click the "Add to SuperComply" button. The fund will be created in SuperComply.

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After adding the fund to SuperComply, you can view the profile by selecting the fund name in the SuperComply integration section.   

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The fund profile in SuperComply

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