SMSF Sorted - Getting Started Checklist

It's easy to get started with SMSF Sorted! We have put together this handy Checklist and a Tutorial Video Series to help you get Sorted.

Step 1 - Follow the link in your Welcome Email to activate your SMSF Sorted Portal.

Step 2 - View our Getting Started Tutorial Video Series.

Step 3 - Personalise your Dashboard with your Firm Logo.

Step 4 - Add your Staff Members as users - they will receive their own login credentials.

Step 5 - Verify your BGL360 or Class Business Codes in SMSF Sorted.

Step 6 - If applicable, link your Sorted Lite and new Sorted Professional portals.

Step 7 - Connect your SMSF Sorted Portal to your Auditor.

Step 8 - Import your Funds from BGL360 or Class.

Step 9 - Create your Jobs for review.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.