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🤓 Xplan Hint: Other SMSF members

courtney.youngblutt

Wondering how to enter details for other SMSF members? We’ve made it easier and more intuitive.

Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members from a single area without any screen-hopping.

The inputs for 'Other' members are now located in two dedicated screens within the SMSF Admin section:

To update Other member balances, navigate to Input > SMSF Admin > Key Details.
To manage Other member contributions, navigate to Input > SMSF Admin > Cashflow > Other Member Contributions.

Release information and user guide

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