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Mclowd User Guide for SMSF Trustees

 

When you select Unit Trust as the Entity Type, Mclowd™displays:

This example shows how to enter a listed Domestic Unit Trust.

To enter a foreign or unlisted Unit Trust, make the appropriate selections in the drop-down fields and simply type the Stock Code and Asset Name. The remainder of the process is the same.

AddAsset_UnitTrust

SAVE ASSET to return to the assets list, or SAVE & ADD ANOTHER if you have another asset acquisition to enter.

 

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