Mclowd Trustee User Report February 2017

Welcome to the Mclowd Trustee User Update.

Introduction

The Mclowd Team got out of the blocks early this year, with a number of initiatives already live, and many more in the pipeline.

Services Marketplace

As flagged in earlier communications, the refreshed services Marketplace is now live, and will play a particularly important role in the evolution and continued growth of the Community, which nows spans 2,500 registered trustee and practitioner users.

The relaunch of the Marketplace will allow active (and dormant) trustee users to engage with the management of their Fund on Mclowd, confident that they can access service providers whenever they require assistance.

SMSF practitioners (who are suitably qualified and familiar with Mclowd) are already available across the following service lines:

  • Audit
  • Accounting
  • Advice
  • Legal
  • Tax
  • Migration to Mclowd

The Marketplace has the added advantage of having workflow tools built in, so once a task is ‘live’, buyer and seller will be able to collaborate online (which will be particularly useful for audit and other year-end processes).

Simply click on the Marketplace tab and login with your Platform credentials (username and password).

Please note no fee is charged to trustee buyers, while a 10% transaction fee is charged to sellers.

Other Improvements

Based on user feedback the following improvements to functionality are now live:

  • Auto-complete for dividend franking
  • Account auto-complete for the journal entry page
  • The ability to share reports via PDF & CSV, direct from the application
  • Improved dashboard layout

Conclusion

As part of our 2017 Kick Off Meeting we have set ourselves some aggressive targets, and we look forward to delivering ongoing improvements to the technology foundations underlying the Community.

Please keep the feedback coming.

Regards

Graeme McGuire
Product Manager
Mclowd Pty Ltd

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