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 ...
Tutorial Video Part 5 - Reporting and Tracking a Job Status This video demonstrates how to track a job's status and generate job reports from the SMSF Sorted portal.
Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.
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.
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.