practitioner

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

2. Practitioner Dashboard

Each time you sign in to Mclowd, the main Dashboard is displayed. At top right of the screen, Mclowd

2.9 Working with Fund data

When a Fund is opened, Mclowd displays a Centralized Transactions Screen.   This screen provides links to the General

2.1 Establishing a New SMSF

Mclowd has partnered with BMR Corporate Solutions to enable practitioners to set up a new SMSF online in a

2.9.1 Processing Transactions

When you have selected and opened a specific fund, the displayed Mclowd Tab Menu and the Settings Menu are

2.5 Managing Users

The Manage Users screen allows you to add users and give them specific permissions (read only or full access)