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Mclowd User Guide for SMSF Trustees

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Help and Support for Users

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Mclowd™ understands the importance of help and support for software users. Every effort is made, on a continuing basis, to keep manuals up to date and expand the range of help resources.

At top right of this screen, you will find links to:

Help Home (the central menu for Help resources),

More Help Resources (including a menu of Help Videos and a Knowledge Base

A Feedback link, so pass on comments and suggestions or ask general questions about Mclowd, the software, or support resources

A link to Log in to your Mclowd™Account (or create an account if you haven't signed up yet)

Links to more information.

 

Also at top right, below the Links, you will find a MORE menu that enables you to:

Enlarge or reduce the text size

Hide or show the page header (including the Links menu)

Create a printable version of the a topic page

Send mail feedback to the author of this manual

Share a topic; or

Save a Permalink to a topic so you can refer to it quickly later.

 

With a strong focus on the value of a Community and knowledge-sharing, the Mclowd™ team has invested in identifying other resources of value to SMSF trustees. As well as encouraging service providers to register in the Marketplace, the team has compiled a list of online resources that Trustees may find useful for learning more about law and compliance, taxation, fund management, and profitable investing.

 
The following links lead to potentially helpful information for SMSF Trustees:

ATO Information about SMSFs

Providing SMSF News and alerts, plus information about

recent changes to super

setting up and SMSF

Contributions and rollovers

Investing

Paying benefits

Winding up

Administering and reporting, and

SMSF auditors

ATO SMSF Videos

A collection of Videos providing information about:

The purpose of SMSFs and why you might want one

Setting up an SMSF

SMSF Trustees (individual or corporate)

Trustee declarations

Planning for the unexpected

SMSF Investments and relevant laws

Contributions and payments

Administration and Winding up

Australian Securities and Investments Commission: Superannuation and Investments provides general information about SMSFs and regulation plus useful links

ASIC's MoneySmart website provides very general information, but has a section on SMSFs that may be useful

ASIC's Super and Retirement calculators may assist some trustees with retirement planning

SuperGuide is a subscription-based information website providing "a straightforward online reference about superannuation, retirement planning and the Age Pension". Although there are fees to access much of the valuable information supplied, there is a considerable amount of general information available free. Subscribe to access over 650 articles, guides, checklists, tips, calculators and case studies and ask questions of an expert on superannuation and investing, including aged pension entitlements.

InvestSmart, while selling advice and investment opportunities, also provides a free portfolio manager that is very useful for finding information about and comparing historical returns from different investments. There is a wealth of free information available on this website.

Trustees of SMSF Association provides a knowledge Centre of SMSF resources and news, live events and webinars, and preferential pricing and subscriptions to a range of key resources

 

 

Copyright Mclowd Pty Ltd 2018