In this article, we will guide you through the key steps for working with our Transitions team, and some self-help transition articles;
- Steps when using Class Transitions Team
- New Fund Wizard
- Class to Class Transitions
- Excel Fund Loader
- More Resources
- What's Next?
Steps when using Class Transitions Team
|Steps||Articles & Sections||What They Include|
|Plan your Transition||FAQs for Planning your Transition (Article)||This article runs through a series of best practice answers to most commonly asked questions relating to planning your transition.|
|Prepare your Data & Files||Loading your Existing Entities to Class (Section)||This section has a series of articles that include specific data sources and their steps to assist you in providing your data to the transitions team. If your data source is not listed please use the "Manual Option"|
|Load your Data Files to TMS||Transitions Management System (Article)||This article guides you through the steps to securely provide your data to our Transitions Team|
|Review Transitioned Entities||Review Transitioned Entities (Section)||Takes you through the steps of reviewing your transitioned entities and ensuring that Opening Balances are correct.|
|Complete Recommended Next Steps||Recommended Next Steps (Section)||
This article runs through steps recommended for SMSF, Trust & Portfolios that have been Transitioned and Reviewed.
New Fund Wizard
The below article will assist you with the steps to load a brand new fund with no opening position. Should your fund already have a starting position we recommend that you use the Transitions Team and follow the steps in the Steps when using Class Transitions Team.
Class to Class Transitions
This below article will assist you when you are transitioning a new customer that is already on Class, the steps include;
- Helping an existing Administrator gather the file for your use
- How to load the Excel Fund Loader yourself
Excel Fund Loader
The series of articles in the section below will guide you through the best practice steps and approach for using the Excel Fund Loader.
We recommend that you always use the transitions team to manage your fund takeovers and suggest you follow the Steps when using Class Transitions Team.
Best Practices: Transitions Review Steps
Webinar: Transitions Tools & Tips!
Check out the next step 4 - Reporting Basics & Setup to learn about Reports Overview, Creating & Generating Reports and how best to manage them.