How to manually add an existing Fund to Super Comply


How to add an existing SMSF to Super Comply?


  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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request