Webinar – 4 Steps to lodgment – Step 1 – Data Loading

Webinar – 4 Steps to lodgment – Step 1: Data Loading – February 2024

Click here for the webinar slides.

If you are relatively new with processing in Class, join the Support webinar series with in-app demo to guide you each step of the way. We hope the webinars will help you achieve a smooth experience processing & lodging SMSF returns in 2024. In this webinar, we will guide you through the essential steps from fund/feeds setup, creation of investment accounts, loading transactions, generate income, corporate actions to ensure the investment holdings match with Fund documentation and more.