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Mclowd User Guide for SMSF Trustees

 

To Edit an Intermediary, click the MANAGE INTERMEDIARIES button on the TBAR menu.

 

Mclowd™ displays the Intermediaries list.

 

IntermediaryList1

 

Click the Edit link next to any name to make changes.

 

Intermediaryfilledforedit

 

When you SAVE DETAILS, Mclowd™ displays the list again with a message that the update was successful.

 

Edit-Intermediary_editsuccess

 

Copyright Mclowd Pty Ltd 2018