This page will guide you through the process of adding a new member to a fund.

 Navigate to Fund Level > Members > Add New Member

Personal Details Tab

1. Select the Title from the drop-down list
2. Enter First Name
3. Enter Middle Names, if applicable
4. Enter Family Name
5. Confirm Gender using the drop-down
6. Enter Date Of Birth, using the following format DD/MM/YYYY
   
   
   
   
7. Click Activate 
8. Click Save

Contact Details Tab

1. Enter Email and member's Phone Number
2. Optionally enter Address Details
   
   
3. Click Save

Member Details Tab

1. Enter Join Fund Date, the date the member joined the SMSF in the following date format DD/MM/YYYY
2. Enter ESP Start Date (Eligible Service Date), using the following format DD/MM/YYYY
3. Enter member's TFN
   
   
   
   
4. Click Activate

What's Next?

Learn how to enter Member Insurance Details and Beneficiary Details.