Getting Started
SMSF Sorted - Reviewer's Best Practice Guide
Introduction In this guide, we'll walk you through the best practices and steps for efficiently reviewing a fund in SMSF Sorted. As a reviewer, your role is to verify all fund details, review supporting documents, address observations, and ensure ...
SMSF Sorted - Preparer's Best Practice Guide
Introduction SMSF Sorted is designed to support preparers by streamlining SMSF workpapers preparation through standardised processes and reduced manual effort. It enables easy client import and job creation, uploading and tagging documents with ...
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 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 ...
SMSF Sorted - Tutorial Video Part 5 - Reporting and Tracking a Job Status
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. To learn more about the process, explore best practices, and make the most of our ...
SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs
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. To learn more about the ...
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 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 ...