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Mclowd User Guide for SMSF Trustees

Navigation: Existing Fund: Opening Balances > Assets

Add Assets: Listed Entities

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For some entity types (e.g. Direct Equities, Hybrids, Unit Trusts and Derivatives), Mclowd™ stores a database of Australian listed entities.

When you begin typing in the Stock Code field, this list drops down and you can select the entity.

Assets_DirectEquity_blank

Asset_directequities_Select

The Asset Name field will then automatically populate.

For Listed Entities, Mclowd™ will usually display HIN (Holder Identification Nmber) and SRN (Shareholder Registration Number) fields.

For some types of entities (e.g. Hybrids), there may also be a Holder Number field provided.

Entering this information is optional. You can usually find it on a Confirmation of Purchase advice or periodic statements supplied by the entity.

AddAsset_listed_HINSRN

 

 

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