This article will guide you through the members tab of the Excel Fund Loader. The Members tab is where you enter the details of the members of the fund.
This tab is only applicable for SMSF
- This column will either validate or provide information on the row that follows it
- Member details should be entered here. All pink fields become mandatory when you enter data in the first given name row
- This is where the member address information should be entered. None of this section is mandatory
- This where the member details should be entered. You must enter a member number and date joined fund. The TFN will be validated for correctness (The true/false answers will default per the information column)
- Optional fields for member insurance details
Review the Pensions Tab.