How to add Self-Managed Super Fund (SMSF)- SuperLogic 2.0

1) Click on + plus shaped icon next to Self-Managed Super Fund and a new window will open up. Please refer the below screen-shot:

2) On the new screen, please enter the below information:

  • Name of SMSF
  • Commencement Date
  • Account Code
  • Account Status
  • Tax File Number (TFN)
  • ABN (Australian Business Number)
  • Corporate Trustee Name (if any)
  • Corporate CAN (if any)
  • Last review date (if any)
  • Notes (if any)
  • Comments (if any)

3) Click on Add Member to add a member to the SMSF. Please refer the below screen-shot:

4) From Underlying Investments, you can add investment to the SMSF. Please refer the below screen-shot:

5) You have the below options available when it comes to adding investments in SMSF:

  • Australian Shares
  • Bank deposit
  • Managed Funds
  • Other
  • Custom product
  • Investment property

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