Client Management - Adding Clients: SMSF
Adding a SMSF in XPLAN Overview |
- To view the IRESS Insights Video, please view the following link here. (Created by IRESS on March 12, 2019)
How to Add a SMSF
- From the Main Login Page, select HUBS at the top of the screen and Clients:
- Select the Add Client button or Add Client > Add New Prospect Wizard you will be taken to the Client Type page.
. Each type would bring you to a different section. E.g. Selecting Individual will ask for the clients First and Surname while Company requires a Company Name.
- Select Superfund and click Next.
- You will be taken to a Basic Information page where you will be asked to complete the SMSF details. Follow the instructions on adding your super fund details e.g. name..number, date of deed. For SuperFund type it is important to remember to enter this properly as this will affect (a) the data that is stored and the reports you will be able to generate. If this is not done properly, you will be unable to run appropriate reports, including SoA, IPS, Identity Check Forms.
Ensure that you select a Category as well as the correct adviser.Click Next.
- You will be taken to the Contact Details
Complete the contact details, then click Next.
- You will be taken to the Create Client page. Your new client has been created! From here you can click the View/Edit Client Information button or you can continue within the wizard and client Next
- If you select View/Edit Client Information;
- You will be taken to the Client Dashboard page within the client file.
- If you select Next;
- The remaining pages in the wizard will allow you to add the new client to other Groups, Tasks/Threads and Diary entries; NOTE: it is recommended that you click on View/Edit Client Information first to enter into the client profile to complete the data entry of the client’s information.
- For more information on how to utilise the Fact Find wizard for client data entry - click here.
- For more information on how to link SMSF to Individual or Corporate Entities in XPLAN, click here
- For more information on how to add SMSF investments, click here
- For more information on how to enter SMSF member balances, click here
- For more information on how to add contributions for SMSF members, click here
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