Question
What is the Fund Health Indicator? What does "Fund Incomplete" show within the fund profile?
Answer
The Fund Health Indicator is a banner shown at the top of a SMSF's Fund Profile indicating how complete the held profile data is.
A status of "Ready: 100%" indicates all the required information has been completed on the Fund Profile. If the status is less than 100%, there are incomplete data fields.
Note: While it is advised to complete all the fields, having incomplete fields will not prevent generating documents from within the Fund Profile. It will prevent the missing information for pre-filling into any forms. Advanced or future functionality may be impacted by incomplete fields.
Increasing the "percentage complete"
- Selecting "Expand" from within the Fund Health Indicator
- Identify the listed fields
- Follow How to edit the Fund Profile to updated fields.