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Mclowd User Guide for SMSF Trustees

Navigation: MANAGING ASSETS > Adding Assets

Add Assets: Unlisted and Foreign

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When adding unlisted or foreign direct equities, hybrids, unit trusts or derivatives, simply type the Stock Code and Asset Name manually.

 

HINT:

Mclowd™may attempt to update the Stock Code to one in its database. Simply ignore the drop-down list and proceed with manual entry.

Be sure to select Unlisted as the listing status (even if the entity is listed on a foreign exchange. For Mclowd's purposes, ''listed'' means listed on an Australian exchange.)

Mclowd™asks for a Holder Number (This is optional.)

 

AddAsset_filled_unlisted

 

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