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Mclowd User Guide for SMSF Trustees

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Creating the first member

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The first step in setting up to use Mclowd™ to manage a Fund is to set up a Member. You must set up at least one member before you can proceed. Mclowd™ will continue to display the Member Details Required error message until you have provided adequate information about at least one member.

When you click the Member Details button on Fund Setup menu, Mclowd™ displays the Member Details screen.

The screen is partly populated with data you entered during the sign up  process.

Member_enterfirstmember

Optionally, enter a Member Reference. This might be ''Member 1".

Be sure to SAVE DETAILS before optionally creating a new member account.

An Accumulation Account was created by default. You will create other accounts (if necessary) and update account information later.

Mclowd™ should show a message telling you 'The details were successfully updated'.

FundSetup_membersuccessfullysaved

You may wish to enter more members at this time, or come back to do this later.

Click BACK TO FUND SETUP, and then click the SUMMARY tab and let's get familiar with MclowdLogo_simple before continuing.

 

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