The fund dashboard is made up of various widgets which gives you a snapshot of key elements of the fund such as fund details, structure, relationships, members etc.
Take a note of the information recorded on the Relationships widget.
If you have already set up your Business contacts then go to Fund > Fund contacts to add the various relationships relevant to this fund.
If you haven't set up your contacts it is recommended you do so now. Typically you can expect to set up the following contacts for an SMSF:
- Auditing Firm (if applicable)
- Tax Agent (Person) – individual(s) authorised to sign on behalf of the lodging entity
- Accountant/Bookkeeper – if using the compilation report
For more help on this please see, Business Contacts.
Assigning the Chairperson
In this section, we will show you how to assign the chairperson and ensure the correct signatory is populated on the reports generated from Class.
Navigate to Fund Level > Fund > Fund Structure
Click on the (Assign Chair) link against the applicable contact of the fund to assign them as chairperson: