SMSF Sorted - Tutorial Video Part 1 - Getting Started and Dashboard Overview
Tutorial Video Part 1 - Getting Started and Dashboard Overview
This video provides an overview of the SMSF Sorted Dashboard and instructions on how to set up the portal for new users.
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.
Related Articles
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 ...
SMSF Sorted - Tutorial Video Part 4 - Audit Reports and Letters
Tutorial Video Part 4 - Audit Reports and Letters The below video will demonstrate how to generate and view Audit Letters and Reports, shared by your connected auditors, on your SMSF Sorted portal. <span class="size" ...
SMSF Sorted - Tutorial Video Part 3 - How to process a fund using SMSF Sorted
Tutorial Video Part 3 - How to process a fund using SMSF Sorted This video demonstrates the process of reviewing a fund using SMSF Sorted. To learn more about the process, explore best practices, and make the most of our features, please visit our ...
Understanding Global Dashboard
Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...
Understanding Job Dashboard
Job Dashboard The Job Dashboard in SMSF Sorted provides essential information for managing a job. It offers various details and functionalities to help you efficiently handle the job's activities. Here's an overview of the key components of the Job ...