How to add rollover fund

Simple Fund 360
#1

Hey,

I would like to transfer some dollars to an industry fund. I believe to do this I need to add a rollover fund to my contacts?

Does anyone know how to do that? there are categories for companies or trusts - not sure if that is what I use?

Thanks in advance.
Ilona

#2

Hi Ilonak

In order to resolve that situation you need to go to contacts, select Other Entity and then enter the Industry Fund details where the smsf needs to transfer the money. You will see that on the screen you have some places where you can enter the USI, SPIN and Member Account Number.
Hope this help

Regards
German Aleixo

#3

Thank you :+1:

Kind regards

Ilona