Adding Individual Signatories for Reports

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Support Query

How do I add individual signatories to reports where the Fund Relationship added is a company?

Note: To add individual signatories for corporate trustees click here.


If a Fund Relationship is added as a company type, individuals can still appear in the signing fields of various reports. The individual contact needs to be dragged and dropped into the relationship field behind the company contact. In the example below, the individual auditor will be dragged and dropped behind the company auditor contact so they appear as a signatory in the SMSF Audit Report. 


Drag and drop the auditor individual (Sam King) into the Auditor relationship field. 



When preparing the SMSF Audit Report, Sam King will appear in the signing field. 


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