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
