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Mclowd User Guide for SMSF Trustees

Navigation: MANAGING ASSETS > Adding Assets

Add Assets:Listed Entities

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For some entity types (e.g. Direct Equities, Hybrids, Unit Trusts and Derivatives), Mclowd™stores a database of Australian listed entities.

When you begin typing in the Stock Code field, this list drops down and you can select the entity.

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The Asset Name field will then automatically populate.

For Listed Entities, Mclowd™ will usually display HIN (Holder Identification Number) and SRN (Shareholder Registration Number) fields.

For some types of entities (e.g. Hybrids), there may also be a Holder Number field provided.

Entering this information is optional. You can usually find it on a 'Confirmation of Purchase' advice or periodic statements supplied by the entity.

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