To achieve its objective of providing the most efficient low-cost SMSF management solution, Mclowd™ engages with partners who have the capacity to extend the functionality of the software. The Mclowd™ team also recognises that you may wish to partner with professionals to manage your data and ensure legal compliance. The Mclowd™ account management system features a Manage Collaborators option that allows users to nominate collaborators and specify their access permissions, enabling Trustees to provide viewing or full editing rights to accountants, auditors, financial advisers, back office service providers, etc. You can also grant access to all Trustee members of your fund if you wish.
Mclowd™ has partnered with LodgeIT™ to deliver fully automated tax return lodgement capabilities for Mclowd Pro Version and Mclowd Premium Version users, and with SISS Data Services to deliver automated bank data feeds to Mclowd Premium Version users.
This chapter of the manual provides instructions for managing collaborators and for setting up the necessary connections to LodgeIT™ and SISS Data Services.
It also provides instructions for users who choose not to subscribe to SISS Data Services, or whose bank is not supported, to import bank data manually.
