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• How to generate an Upload Code to use in the Excel Loaders
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• April 2025
• Self Wealth Cash Account Migration
• Class System Status Page
• Tax Lodgment Console
• Fund Documents
• Automatch
• Resetting Multi-Factor Authentication
• Initiate Rollover In (via SuperStream)
• Feed Console Statuses
• Data Feeds - Overview
• Introduction to Data Feeds
• Data Feed Status
• CGT, Losses, Rental & Trust Income Schedules - Trust Tax Return
• Lodge a Trust Tax Return
• Generate a Trust Tax Return
• Rollovers & Release Authorities Console
• How to enter details for Rollover Out through SuperStream
• Overview of Depreciation
• Processing a Fund
• Reports Overview
• Class Workpapers powered by Cloudoffis
• How to process a Capital Return for the Consolidation of Tower Limited (TWR) on 20 March 2025
• Class FAQs- March 2025
• Class FAQs- February 2025
• Corporate Actions implemented in Class for the February 2025 Release
• Class FAQs - December 2024
• Class FAQs - November 2024
• Class FAQs - October 2024
• Class FAQs - September 2024
• Class FAQs - August 2024
• Class FAQs - July 2024
• Corporate Actions implemented in Class for the July 2024 Release
• Class FAQs -May 2024
• Class FAQs - April 2024
• Class FAQs - March 2024
• Class FAQs - February 2024
• Class FAQs - January 2024
• Class FAQs - June 2024
• Corporate Actions implemented in Class for the November 2023 Release
• Class FAQs - October 2023
• Corporate Actions implemented in Class for the October 2023 Release
• Corporate Actions implemented in Class for the September 2023 Release
• Corporate Actions implemented in Class for the August 2023 Release
• Corporate Actions implemented in Class for the July 2023 Release
• Request to delete Rollover event due to incorrect processing through SuperStream
• Corporate Actions implemented in Class for the February 2022 Release
• Electronic Service Address (ESA) smsfdataflow is valid for SuperStream
• Period Update error and warning messages: Summary
• Annual Return Lodgment: Summary of knowledge articles
• LIC Deductions FY2025
• Trust Tax Return lodgment FAQs
• How to complete pension reviews at the Business Level
• Pension Establishment: Summary of knowledge articles
• Actuarial Certificate: Summary of articles
• Fund Transition: summary of knowledge articles
• Tax Statement Processing 2024 - Stapled Securities
• Tax Statement Template 2024 - mFunds
• Tax Statement Template 2024 - Managed Funds
• Tax Statement Template 2024 - ASX Listed Securities
• Tax Statement Processing 2023 - Stapled Securities
• Tax Statement Template 2023 - mFunds
• Tax Statement Template 2023 - Managed Funds
• Tax Statement Template 2023 - ASX Listed Securities
• Tax Statement Template 2022 - mFunds
• Tax Statement Template 2022 - Managed Funds
• Tax Statement Template 2022 - ASX Listed Securities
• Tax Statement Processing 2021 - Stapled Securities
• Tax Statement Template 2021 - mFunds
• Tax Statement Template 2021 - Managed Funds
• Tax Statement Template 2021 - ASX Listed Securities
• Tax Statement Processing: summary of knowledge articles
• Tax Statement Template Release Schedule
• Depreciation Errors and Warnings Summary of Articles
• Set up guide for SMA data feeds
• Exception Report: Error messages
• Exception Report error: One or more holdings in this fund have balance reconciliation errors
• Period Update error: Wind up fund