To Add an Intermediary, click the MANAGE INTERMEDIARIES button on the TBAR button menu.
Mclowd™ displays the Intermediaries List.
If this is your first addition, Mclowd™ will advise that there are no Intermediaries at the moment.
Mclowd™ displays the Add Intermediary Form.
Who to Name?
Who will lodge reports for your SMSF?
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COMPANY NAME SHOULD BE: |
CONTACT NAME SHOULD BE: |
An individual trustee of your SMSF |
The legal name of your superannuation fund |
The Trustee who will file the report |
A director of a corporate Trustee of your Fund |
The legal name of the Trustee company |
the name of the Director who will file the report |
Your Accountant or his employee |
Your accountant's company name |
The name of the employee who will file the report or a responsible contact person in that firm |
Other nominated representative |
The name of the company appointed to file |
The name of a responsible contact person in that firm |
When you have saved the completed form, Mclowd™ displays:
