Fund Set Up & Settings
- Fund Transition: summary of knowledge articles
- New Fund Wizard - error occurs when clicking on Send
- Add an Individual Trustee/Director of a Corporate Trustee
- Can I clone an SMSF or Portfolio in Class?
- Can I tag a fund as non-complying in Class?
- Electronic Signatures - Document Envelope bounced emails
- Excel Fund loader is not supported by Apple Mac OS X Operating System
- Excel Fund Loader: Transfer Balance Account Report (TBAR) History Tab only be applicable for Entity Type SMSF
- FAQ: Moving a fund to another Class administrator
- FAQs for Planning your Transition
- From what date can I start processing on Class?
- Fund Transfer Data Report Fact Sheet
- How do I change macro settings to enable the Excel Loaders?
- How to add a specific auditor to a particular fund
- How to copy and paste in an Excel Transaction Loader
- How to Export Fund Data and Provide it to a Non-Class Administrator
- How to make the Trustee Structure Corporate
- How to process a Fund in Class with a financial year gap after reactivation
- How to reactivate a fund
- How to update the opening balance for a Foreign bank account
- How to view a suspended fund in Class
- Missing components for Prior Year Operating Statement in Load Opening Balances
- Transitions Review Guide
- Troubleshooting Excel Fund Loader Issues
- Unable to download Excel Loader from Business or Fund Transfer Data File
- Update brand name
- Why Capital Gain is different for two funds where the cost base is the same
- Why isn't there any data in my Excel Loader?