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Mclowd User Guide for SMSF Trustees

Step 2 in the verification process, when the Assign Transaction screen is displayed, is to select the owner account. Usually, this will be the Fund. If the transaction relates to a segregated asset, select the appropriate Member Account.

 

Datafeed_selectaccount

 

If the transaction is a pension or commutation payment, contribution, or roll-over, select the Member Account to be credited or debited.

DataFeed_BenefitPaid_selectmember

 

 

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