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Mclowd User Guide for SMSF Trustees

The information Trustees need to see frequently is conveniently presented in summary form on the Mclowd™ Dashboard and greets you every time you log in.

On the Dashboard, you can see

Total portfolio value

Details of Fund investment distribution in colourful graph form

Details of asset allocation as current $ value and in % terms

Contributions year-to-date

Pension payments year-to-date

Investment earnings year-to-date

Loans repayable

Balance of funds available to pay member  benefits

A pie graph showing source of funds (loan vs. own)

 

SummaryScreen

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