Practitioner Edition

1.1.1 Practitioner User Manual

Welcome to the Practitioner Edition of the Mclowd User Manual.

This manual is designed to assist SMSF professionals to maximize the benefits of the Mclowd software for managing multiple Funds on behalf of their clients.

In terms of the core software (the Free Forever version), Trustees and Practitioners have access to the same functionality, however Chapters 1 and 2 of this edition of the User Manual are specific to Practitioners.

Chapters 2 through 13, a series of ‘How Do I… ?’ and ‘Why am I seeing… ?’ pages, and the Marketplace Manual generally replicate sections in the Trustee Edition of the User Manual.

Should you have any feedback in relation to these instructions, please do not hesitate to contact our support team.

Chapters 1 and 2 are intended to provide an overview of the following processes:

  • Signing Up
  • Signing In
  • Using the Dashboard
  • Establishing a New SMSF
  • Migrating an Existing SMSF
  • Setting User Permissions
  • Switching between Funds
  • Archiving Funds
  • The Practitioner Settings Menu
  • Managing your Practitioner Account with Mclowd
  • Working with the Centralized Transaction Screen
  • Processing Transactions

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

NEXT: SIGNING UP AS A MCLOWD PRACTITIONER

about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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