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SMSF Audit

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An easy to access web-based app to securely manage your SMSF documents via the Internet.

An easy to access web-based app to securely manage your SMSF documents via the Internet.

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SMSF Audit SMSF Audit Presentation Transcript

  • SMSF AuditSelf Managed Super Funds
  • SMSF AuditAn easy to access web-based app to securely manage your SMSF Audit documents via the Internet.SMSF Audit contains the files necessary for your auditor to perform their audit.We will copy or supply links to documents & transaction files throughout the year to this.You can create Folders online, save Documents to folders, and securely share them with controlled user access.Documents can be moved, archived and deleted from folders.All your documents are password protected and can be accessed from any location, 24/7.Clicking SMSF Audit in MBPCloud home page directs you to the below page.
  • SMSF AuditCreate - create online folders & sub-folders.Clicking “Create” icon directs you to below page.Enter folder details & Save. Click to create folder Folder created Enter folder name Create subfolder under root folder; here under SMSF Folder Select users to share folder access Save folder
  • SMSF Audit Upload – upload SMSF documents to folders created. Clicking “Upload” icon directs you to below page. Enter details, attach document & Submit. Click to upload documentDocument uploaded Select folder to store Enter document document name Select document type Select users to share Attach document document access here
  • SMSF AuditSearch – look by name for stored folders & documents.Clicking “Search” icon directs you to below page.Select entity type, enter entity name & Search. Click to search folder / documentSelect entity Click to begin search Enter entity name Search result
  • SMSF AuditList – complete list of all your stored folders.Clicking “List” icon directs you to below page.Click each folder from the list to view documents stored under them. Your complete Click to view folders folders list list Click folder to view documents under it
  • THANK YOU!For further information please contact us:Telephone : 1300 276 266Email : support@mbpcloud.com