Next Upgrade Date logic within Super Comply

Question

When will the date appear within the "Next Upgrade Date" column within Super Comply?

Answer

The "Next Upgrade Date" will only appear if the Fund was added to Super Comply as an existing Fund.

The below table provides a breakdown of this logic.

Source Next Upgrade Date
SMSF Establishment No
SMSF Deed of Variation No
Add existing fund Yes
Add new fund No
Import fund via spreadsheet No
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