A fund's records filed in a tray, the newest coming down

How do I bring in a fund from Class or BGL?

The fund's records come in as documents.

There's no direct connection to Class or BGL. You add the fund's documents instead.

1. Where does the fund go?

A home on a plate cut in two, one piece for each owner

Add it in Legal owners, with Type Self-managed super fund (SMSF). SMSF records has the rest.

2. How do I bring in its records?

Bring in: drop your documents here, or choose files or a folderBring in: drop your documents here, or choose files or a folder

Add the documents the fund's figures come from, such as its bank and loan statements and the property manager's statements. We haven't tested a report printed from Class or BGL.

  1. Open the client or household, then Bring in.
  2. Drop the files, or select Choose files.
  3. Select Review the drafts and accept what's right. No figure changes until you do.

Bring in