How to assign an SMSF manager to Funds

Navigate to SuperComply > Funds

To assign an SMSF manager to a Fund, navigate to SuperComply > Funds and click on the ‘pencil’ icon in the ‘SMSF Manager’ column. Select any contact from the list to assign the appropriate manager to the Fund.

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To assign an SMSF manager for multiple Funds, select the Funds by ticking the box beside each Fund Name, click on 'Actions' and select 'Set SMSF Manager'.

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The SMSF Manager can then view all Funds they have been assigned to by selecting 'My Funds'.

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