A Roll-in is income received from another superannuation fund, transferred on behalf of a Member of your Fund.
To enter a Roll-in, click ROLL-IN on the INCOME tab.
Select the Member Account.
Only members with accounts in Accumulation mode can be selected, as roll-ins cannot be accepted for members in pension phase.
Select the Bank account to receive the rolled-in funds.
Enter the Date the funds were received.
From the statement provided by the transferring fund, enter the Tax Free Component and the Taxed and Untaxed elements of the Taxable Component.
Enter the Preserved amount, Restricted non-preserved amount and Unrestricted non-preserved amount.
Mclowd will check to verify that the Roll-in amounts match.
Click SAVE ROLL-IN.