How to manually add an existing Fund to Super Comply

Question

How to add an existing SMSF to Super Comply?

Answer

1. Select either:
   • Menu > Super Comply > Add an Existing Fund
     
   • Menu > Super Comply > Funds >  Actions > Add an  Existing Fund
     
2. Complete the template field. Note: The following fields are mandatory:
   • Fund Information:
     • Name of Fund
     • Variation Clause
     • Has the fund been varied?
     • Street Address
     • Suburb/Town/City
     • Postcode
   • Trustee (Individual):
     • First Name
     • Last Name
     • Street Address
     • Suburb/Town/City
     • Postcode
   • Trustee (Corporate):
     Note: If the company is within Corporate Messenger some field may pre-fill
     
     • ACN
     • Company Name
     • Registered address
     • Director
3. Select "Save" From the top right

Note: It is advised to complete as many fields as possible (either now or by editing the Fund Profile) as documents generated through the Fund Profile will pre-fill from the information recorded.