How to assign ownership to an SMSF entity

If an SMSF has many portfolios, or doesn’t have a Yodlee feed, you can assign the ownership to an SMSF Entity instead. 1. Expand myteam -> My Team 2. Click Add Entity. 3. Select the Super Fund type, give it a name and click Save & Exit 4. Expand mywealth...

What bank data feeds are available?

The following data feeds are available in your wealth portal (PRO users only): 28 Degrees MasterCard Acorns – Investments Adelaide Bank – Banking Adelaide Bank – Credit Card Adelaide Bank – Mortgage Advanced Share Registry Services –...

How integrated rent statements work

Before you begin, if you do not have a property manager yet, you might want to request for one. You may do so in the Management tab of the selected property.   Here is how integrated rent statements work in your wealth portal: 1. Your property manager sends your...

How to hide a wealth item

TIP: This is useful if you have sold a property or cancelled credit cards but want to keep the transactions associated with them in your cashflow. Here’s how you can hide an asset or liability so that it not reflected in your wealth items. 1. In your wealth portal,...