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 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 ...
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 ...
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 ...
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" ...
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 ...