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Mclowd User Guide for SMSF Trustees

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Bank Transactions

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The Bank Tab displays a list of all your bank accounts and loan accounts, together with a list of transfers you have made between accounts.

The Bank tab button menu enables addition of new bank accounts or loan accounts, and recording of transfers.

BankMenu

 

WARNING_small

DO NOT use this facility to record bank accounts opened prior to your Fund Migration date. These should be created in the Fund Setup process. This facility is for recording bank accounts that you open in the current financial year.

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