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  1. Simple Fund 360 Knowledge Centre
  2. Firm Management

Firm Management

Lodgement

  • Please update lodging party from the Tax Compliance > Section K to correctly link fund to a lodging party
  • How to add a firm/company with a director/individual as a lodging party
  • How to change the tax agent in the tax return
  • No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.
  • Adding an ABN to a Lodging Party Contact
  • Adding a Lodging Party (Tax Agent)

Contacts

  • How to add the Director ID to a contact in Simple Fund 360?
  • Add a Person
  • Contacts Screen
  • Delete a Contact
  • Add Other Entity
  • How to Add a Trust as a Contact ?
See all 8 articles

Users

  • Inviting an Auditor to Simple Fund 360
  • Can I change my login email?
  • User Roles
  • User Manager
  • Role and Product Settings
  • Invitation Management
See all 11 articles
Simple Fund 360 Knowledge Centre