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Mclowd User Guide for SMSF Trustees

The Marketplace functions to link buyers with sellers who provide needed products and services, assisting to ensure optimal matches that deliver quality and value and give buyers confidence, thus further reducing work, costs and stress involved in SMSF administration.

Buyers can:

1. Find the Service you Need

Peruse listings to identify potential suppliers

Compare qualifications, prices and delivery times

Check community recommendations to find the seller best suited to your needs.

If you have a specific question, simply send the supplier an enquiry.

 

2. Supply your Brief

Providing as much detail as possible will enable the seller to fully understand your needs, structure the offer appropriately, and deliver the quality you expect.

 

Your payment is held secure until you confirm that the service is performed to your satisfaction.

 

 

 

3. Manage the Transaction

Exchange files and feedback with the seller via the build-in conversation and transaction management system.

4. Approve Service Delivery

Once you are happy with the service performed, you can mark the transaction complete. We'll make sure that the seller is paid.

 

Please help the Community by leaving feedback for the seller.

 

 

Sellers can:

1. Post your Service

Post a Service in the appropriate category, noting your skills and qualifications.

 

Be as specific as possible, so your clients will know exactly what type and level of service to expect for the fee they agree to pay.

 

2. Communicate Promptly

Respond to customer enquiries.

Prompt responses will build customer confidence. Good communication is a prerequisite for successful collaboration.'

 

Be sure you understand the brief correctly and can deliver precisely what the client requires. If you need more information, you can communicate with the client through the portal.

 

3. Build your Reputation

Satisfied customers will recommend you to the Mclowd™Community (and their own network).

oEnsure you deliver precisely what you offer

oAlways provide the best possible service

 

Ask the customer for feedback, and address any concerns

 

Copyright Mclowd Pty Ltd 2018