Each SMSF is automatically given a unique email address. This email address can be used internally by your firm, by your clients or by other parties such as Advisers or Investment Managers.
Any document emailed to this address will automatically be saved to the Documents screen and used for Smart Matching.
You can locate this unique email given to your entity on the Entity Dashboard.
|From the Main Toolbar, select Fund (or other entity)
Select Fund/Entity dashboard from the list.
The unique email will be shown on this screen. Click the icon to copy the email.
Simply email the files to this unique email address. The sender will receive a confirmation email stating the document has been received and a second email confirming the record has been processed.
Note: No restrictions exist on who can send documents to the Entity's unique email. So, please be careful about sharing this email address with others.
Once documents are uploaded, they can be found on the Documents screen.