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 |