10 Steps to Get Started with your Business

• 1 - Learning the Fundamentals
• 2 - Understanding Contacts & Business Set Up
• 3 - Reporting Basics & Setup
• 4 - Data Feeds
• 5 - Best Practice Processing
• 6 - Processing Demo Entities

Transition Services

• Transition Services
• Transition Management System
• Getting Started with Transitions
• Additional Transitions Services

SMSF Checklists

• BGL 360
• SuperMate
• Manual (SMSF)
• Class (SMSF)
• Desktop Super

DIY Transitions

• Adding a New Fund
• Load Opening Balances
• New Fund Wizard
• Entity Transition from Class to Class
• Class to Class Transition Fact sheet

Excel Fund Loaders

Recommended Actions for First Year Funds

• Recommended Next Steps
• Reviewing Entities Transitioned
• Review Fund Setup
• Foreign Bank Account in the Opening Balance
• Processing Prior Year PAYG Instalment Not Accrued

Trust Checklists

• MYOB (Trust)
• Xero (Trust)
• APS (Trust)
• Manual (Trust)
• Class (Trust)

Portfolio Checklists

• Xplan (Portfolio)
• Praemium (Portfolio)
• Sharesight (Portfolio)
• Manual (Portfolio)
• Class (Porfolio)

Demo Fund Processing

• Demo SMSF Processing FY20
• Demo Unit Trust Processing FY20
• Demo Discretionary Trust Processing FY20