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Mclowd User Guide for SMSF Trustees

 

In this example, we show how to process a Tax Statement from AMP Capital (amounts have been removed for privacy reasons).

Highlighted rows have been inserted to indicate how to transfer the amounts shown on an AMP Capital statement to Mclowd’s Trust table.

 

TrustDistrib_ExampleAMP1

TrustDistrib_ExampleAMP2

TrustDistrib_ExampleAMP3

 

Save these totals. If necessary, add another row.

 

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