This article will guide you through the non member trustee tab of the Excel Fund Loader. The tab is where you enter the details of any Non Member Trustees.
This sheet is only applicable for SMSF's and if the Fund has a non-member individual trustee.
- This column will either validate or provide information on the row that follows it
- Basic details of the non-member trustee should be entered here. Only the pink fields are mandatory in this section
- This is where the address information should be entered. None of the fields are mandatory in this section
Review the members tab.