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Mclowd User Guide for SMSF Practitioners

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Welcome to Mclowd™

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Welcome to Mclowd™ Self-Managed Superannuation Fund (SMSF) management system, and an exciting new way of reducing the time and cost of management and compliance.

 

Mclowd™ offers a version of its SMSF accounting software specifically designed for practitioner users.

Practitioners can choose from three versions of the software as follows:

Free Forever  - A free version of the Core Software, capable of managing multiple funds and delivering end of day prices for listed securities.

Pro - Costing $33 per fund per annum, offers everything in the Free Forever Version plus ad-free interface, online technical support, online tax return lodgement (FY2018 onwards), Transfer Balance Account Reporting (TBAR), Asset Maintenance, Year-end Reports Pack, Macquarie CMA, DDH Graham, and Managed Fund Data for practitioners managing 25 or more funds.

Premium - Costing $77 per fund per annun, offers everything in the Pro Version, plus other bank data feeds and broker data feeds.

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Your MclowdLogo_simpleaccount will enable you to manage client funds, entering and maintaining details of all assets and liabilities of the Funds, as well as income, expenses, member contributions, pension payments, etc. It will give you, on demand, an up to date overview of the net portfolio value and distribution of assets. The Mclowd Pro Version will permit you to lodge Fund tax returns for your clients automatically. The Mclowd Premium Version will allow you to import bank and other data to automate posting.

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You can set up and manage up to five funds with  Mclowd Free Forever Version version, and manage them at no cost through to the end of FY2019, although you will not have access to automated tax return lodgement or data feeds or free technical support.
Check out the low cost and significant benefits of  Mclowd Pro Version and Mclowd Premium Version at https://www.mclowd.com/plans-and-pricing-practitioners/

The Mclowd™ Marketplace

Membership in the Mclowd™ community will position you to communicate with technical staff and other service providers to improve your knowledge, and to access services that compliment the services you offer, at the lowest possible cost. You can also advertise in the Marketplace to sell products and services that may be of interest to anyone involved with the operation of an SMSF or providing services to SMSF trustees and advisers. Clients can negotiate with you through the Marketplace, place orders, monitor the progress of projects, and make secure payment.

Data Storage and Security

Your Mclowd™ account is located on a secure server in the Cloud and accessible from any internet-connected computer, at any time.

Mclowd™ operates reliably through all popular browsers, including Internet Explorer™, Microsoft Edge™, Google Chrome™, Mozilla Firefox™, Opera™ and Safari™, running on all modern operating systems (MS Windows, Apple, Linux, etc.)

Because the software is maintained on the Cloud server, you never have to worry about updates to files stored on your computer. You will have access to the very latest version of Mclowd™ at all times.

Security is tightly managed by the Mclowd™ technical team, and data backups are rigorously maintained. Your email address and password restrict access to your data, so it’s important to select a password others will struggle to guess, and to change it from time to time.

MFA Mutli-factor authentication: a system that facilitates multiple identity checks before granting access to a facility, to ensure maximum security and privacy protection security is also available (and highly recommended) as an option should you desire tighter security. You can order this from the Your Account section (accessed through Mclowd™ Account on the Settings Menu, top right above the tabs)  when you are logged in to your account.

The Mclowd™ Community

The Mclowd™ community is a large and rapidly growing, vibrant community of engaged Trustees and Professionals whose collective goal is to make managing SMSFs easier, more efficient, and more affordable. We welcome your active participation.

Mclowd™ community members enjoy ready access to a Knowledge Base, a series of help videos, a community forum where you can ask questions, discuss issues, and acquire new knowledge, and a newsletter, which you can sign up to receive by entering your email in the field at bottom right of the Mclowd Home Page. Find back issues of the newsletter at https://www.Mclowd.com/newsletter/, or check out the Mclowd Blog for company and community updates and industry news.

The software improves constantly thanks to the feedback of users. If you have suggestions for improvements, please pass them to the team.

Mclowd™ Practitioner User Manual

The Practitioner User Manual is designed to assist SMSF professionals to maximise the benefits of the Mclowd™ software for managing multiple Funds on behalf of their clients.

In terms of the core software (the Mclowd Free Forever Version), Trustees and Practitioners have access to the same functionality, however Practitioners enjoy additional features specifically designed to facilitate efficient management of a number of funds, and to collaborate with clients (and with other professionals where appropriate).

While many of the features of the Practitioner Version replicate Trustee Version features, this manual is specifically designed to guide you in the use of the Practitioner edition of the software. The Mclowd Knowledge Base and Help Videos do not generally differentiate between editions. The information and guidance in the Knowledge Base and Videos will generally be applicable to both Trustee and Practitioner versions.

Should you have any feedback in relation to the instructions in this manual or in other help and support resources provided by Mclowd™, please do not hesitate to contact our support team.

We look forward to, and thank you for, your participation in the Community.

Mclowd™ Support

Mclowd™ has a dedicated Support Team who will respond promptly to any questions or feedback you may have. Support is offered free of charge to users of Mclowd Pro Version or  Mclowd Premium Version.

Users of the Mclowd Free Forever Version may offer Feedback, including submission of feature or improvement suggestions, by clicking the Feedback option in the Mclowd Help Centre (accessed via the HELP tab)

Congratulations on your decision to join the Mclowd™ community. Now let’s begin!

 

Copyright Mclowd Pty Ltd 2018