How to assign an SMSF manager to Funds

For more information, please refer to the instructions below:

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.

mceclip1.png

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'.

2.png

3.png

The SMSF Manager can then view all Funds he/she has been assigned to by selecting 'My Funds'.

mceclip0.png

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