How to process an Off Market Transfer from individual to SMSF, under Class Portfolio - Personal entity?
Create a new expense type
Navigate to Business Level > Settings > Fund Expense
- Chose Category Type > click "Add New Income Expense type"
- Fill in details for Name, Code, GST category and tax return categorizations.
- Click 'Save'
Create the Business event
Navigate to Fund > Transactions > Investment - Sell > Listed Security Disposal f
- Process the expense created in above steps.
Match to the Listed Share Disposal event