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Mclowd User Guide for SMSF Trustees

A Roll-in is income received from another superannuation fund, transferred on behalf of a Member of your Fund.

To enter a Roll-in, click  rOLL-IN  on the INCOME tab.

IncomeMenu

Mclowd™displays:
 
Income_rollin

Mclowd will display only member accumulation accounts for selection, since contributions can only legally add value to a member's accumulation account.

Mclowd™will check to verify that the Roll-in amounts match.

Click  SAVE ROLL-IN .

Copyright Mclowd Pty Ltd 2018