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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...

Guest access explained

Guest access is a handy way to configure and keep track of assets shared with a spouse or relative, for example. Shared assets and ownership can then be viewed in mywealth. This article will explain the concept of Guest access and how you may utilise it.  Part...

Editing in mywealth

At any stage you can edit certain details of any of your wealth items, such as the name, value, appraisal dates, ownership, usage type etc. 1. First select the wealth item that you wish to edit from the mywealth tab. 2. By default the details tab will be opened, then...