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Mclowd User Guide for SMSF Trustees

To verify an Asset Purchase, select Asset Purchase from the Other section of the Category selection list.

DataFeed_assetsale_selectcategory

 

Mclowd asks you to select the Account to own this new asset.

Mclowd then displays the Add New Asset form partially filled.

DataFeed_assetpurch_formpartfilled

When you select the Asset Class, Mclowd displays additional fields for completion.

The form will vary depending on the Asset class selected. For direct equities, you will need to type the Stock Code, select the Listing Status, and enter the Volume.

DataFeed_Assetpurchase_form

For detailed instructions for completing forms for other asset types, please refer to Adding Assets in the Managing Assets section. For instructions for completing the form for purchases of specific types of assets, please refer to Adding Assets subsections titled Direct Equities; Hybrids; Bonds; Fixed Interest; Unit Trusts; Managed Funds; Direct Property; Alternative Assets; and Derivatives.

 

 

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