SuperComply

Getting Started with SuperComply

• What is SuperComply?

The Fund Profile

• How to access and manage the Fund Timeline
• How to mark a SuperComply document as signed
• Where to find recent documents prepared for a Fund
• How to edit the client contact details in Fund profiles
• How to edit the Fund Profile
• How to open and/or download a Fund profile on SuperComply

Funds Register

• SuperComply Shortcuts
• How to archive/unarchive a Fund
• How to export my list of funds to excel
• How to add a family group or reference number to a Fund profile
• How to assign an SMSF manager to Funds
• How to manage pins (Funds)

See all 7 articles

Adding Funds to SuperComply

• How to add a fund into SuperComply via completed documents
• How to establish a new fund in SuperComply
• How to manually add an existing Fund to SuperComply
• Importing Funds into SuperComply

SMSF Automatic Variation Process

• How to enable SMSF auto variation process for accounts
• How to configure automatic SMSF Variations with Resolution documents
• How to configure automatic SMSF Variations via Deed documents