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Introduction
65
Practitioners
8
Trustees
4
Subscriptions
4
Security
1
Account management
3
Legal considerations
6
Video tutorials
32
Migration
1
Technical Support
2
PDF downloads
1
Current WIP priorities
1
Frequently Asked Questions
2
Settings
3
Docscentre
3
Product summary
1
SuperStream
1
Fund set up
44
Fund details
3
Bank and loan accounts
5
Income and expense balances
2
Investments
2
Liabilities
1
Member accounts
3
Member details
1
Member opening balances
20
Prior year losses
2
Receivables / other assets
3
Revaluation at migration
1
Review and close financial year
1
Fund set up videos
1
Transactions
169
Income
37
Expenses
16
Liabilities
4
Assets
61
GST
6
TBAR
10
Tax refund
1
Miscellaneous
5
Suspense allocation (legacy)
9
Suspense allocation (Pro version)
8
Transactions screen
2
Data entry
38
Bank transactions
18
Depreciation
1
Fund wind up
1
Pensions
4
Transactional data
15
Bank data feeds
6
Broker data feeds
2
Macquarie CMA
1
Manual import
4
Introduction
1
Open banking
1
DDH Graham
1
Period processing
88
Interim periods
7
Year end (simplified method)
26
Year end (legacy method)
21
Reports
8
Reports Pack
5
Lodgement
6
Capital gains tax
1
Trust distributions
6
Financial periods
3
Withholding tax
1
Actuarial Certificates
1
Transfers Out
2
Valuation methodology
5
Marketplace
6
Platform integration
1
Selling via the Marketplace
1
Purchases
1
Requests
1
Payment processing
1
Reviews
1
