Get the free Simple Fund 360 Professional. Training Manual - PDF

MOB Advanced Bank Feeds Last Updated: 14 June 2019Contents Bank Feeds3Bank Feeds Process Overview ......................................................... 3Setting up Bank Feeds4User Authorization

How to fill out simple fund 360 professional

How to fill out simple fund 360 professional

1. Open the Simple Fund 360 Professional application.
2. Select the 'Fund Details' section.
3. Enter the necessary information such as fund name, ABN, and address.
4. Save the details and proceed to the 'Investment Details' section.
5. Fill in the investment details including name, code, quantity, and cost.
6. Save the investment details and move to the 'Member Details' section.
7. Enter the member information including name, date of birth, and account balance.
8. Save the member details and go to the 'Transactions' section.
9. Add the transaction details such as description, date, and amount.
10. Save the transactions and review all the entered information for accuracy.
11. Once verified, submit the filled-out Simple Fund 360 Professional form.

Who needs simple fund 360 professional?

1. Simple Fund 360 Professional is designed for financial professionals, accountants, and fund administrators who handle multiple funds and need a comprehensive tool to manage fund details, investment details, member details, and transactions efficiently.
2. It is useful for organizations or individuals involved in managing trusts, self-managed superannuation funds (SMSFs), or investment portfolios.
3. Additionally, Simple Fund 360 Professional can be a valuable asset for auditors and regulatory bodies that require accurate and up-to-date information on funds and transactions.

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What is simple fund 360 professional?

Simple Fund 360 Professional is a comprehensive software solution designed to assist professionals in managing self-managed superannuation funds (SMSFs).

Who is required to file simple fund 360 professional?

Accountants, financial advisors, and other professionals who work with SMSFs are required to use Simple Fund 360 Professional for managing and reporting on SMSFs.

How to fill out simple fund 360 professional?

To fill out Simple Fund 360 Professional, users need to input relevant information about the SMSF, including member details, investments, transactions, and financial statements.

What is the purpose of simple fund 360 professional?

The purpose of Simple Fund 360 Professional is to streamline the management and reporting of SMSFs, ensuring compliance with regulatory requirements and accurate financial reporting.

What information must be reported on simple fund 360 professional?

Information such as member details, investment holdings, contributions, payments, and financial statements must be reported on Simple Fund 360 Professional.