SMSF Sorted - Getting Started Checklist

SMSF Sorted - Getting Started Checklist

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 3 - Personalise your Dashboard with your Firm Logo. 

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


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.


If you require any assistance in getting started please reach out to us on 1300 979 457 OR drop us an email at support@cloudoffis.com.au.
You can also raise a support ticket directly from our Knowledge Base - just click the + icon at the top of this page. 






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