How to add a fund to the SMSF docs manager (manually)

To add a fund to the SMSF docs manager, you need to:

• Click on the 'Add Fund' button
• A pop-up screen will appear which allows you to add the following information:
  • Code - this will be the identifier for the fund (e.g. may be an internal code used within your business for the SMSF client)
  • SMSF - this will be the fund name (as listed on the SMSF deed)
  • ABN - include the Australian Business Number of the fund.
  • Establishment date - include the commencement date of the fund
  • Upload file - you can upload the establishing deed of the fund, or if you store the file online, you can include an external link to the document as the reference.

Once completed, press submit for the fund to be added to the SMSF docs platform (as an 'inactive' account).