Guide

1. Period Update

In Fund Dashboard / Processing Status ensure that the latest period update is 30 Jun 20xx
(for example, a 2020 Audit would need this date to be 30 Jun 2020).

The picture below is for a 2018 audit:


2. Setup & Grant Access to Auditor

  • In Business / Business Contacts
    select + new / new organisation
    then enter details:Title: Mr
    First Name: Brendan
    Surname: Bastin
    Mobile Phone: 0467 862 871
    Address Line 1: 160 Clarendon Drive
    Suburb: Somerville
    State: VIC
    Postcode: 3912
  • Select Save

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  • Select Roles / + Add Role / Auditor
    SMSF Auditor Number: 100171355
  • Select Save
  • Select icon
    Send Invitation

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Optional

  • Select + Add Role / Administrator
  • On the Administrator line, Select icon
    Send Invitation

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  • Select Relationships
  • Select the Super Funds either in Brands or Related Funds (can add or remove Funds here anytime)
  • Select Administrator or Auditor
  • Please select Administrator if you’d like to enable us to upload documents
    (Auditor Report, Management Letter, Invoice)
  • Select icon
    Grant Access

3. Uploads

  • Go to Fund Documents
  • Select Manage Tags
  • Select Add Tag to create tags such as ‘Permanent’, ‘2020’, 2021′, ‘2022’, etc
  • Select Add Documents, then Select Files
  • Upload all required documents as stated in the Checklist
    (don’t upload any reports, these can be generated from Class anytime)