Simple Fund 360 provides the SuperStream Rollover Declaration, which is a correspondence from the trustees to the Auditor. This declaration outlines that rollovers have taken place in the given financial year and have been executed in accordance with the applicable SIS Regulations.
|From the Main Toolbar, go to Reports.
How to prepare the SuperStream Rollover Declaration
To download an individual report in PDF, Word or Excel format:
1. On the left hand side of the Reports screen, search for the Report.
2. Select the green arrow to add the report to the Report Pack List.
3. Once added, select Setting (to the right of the report).
The SuperStream Rollover Declaration Setting screen will display:
The Report Date can be changed from here.
4. Select either Download PDF or Download Word.
You can also add this report to a Report Pack. See Reports for instructions.