Overview
The Fund Snapshot Report provides a summarised breakdown of key Tax, Contribution, Investment, and Member balances. Designed to provide a clear picture of the Fund's position, this report can assist in decision-making and strategy development for your SMSF.
How to Prepare
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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- On the left hand side of the Reports screen, search for the Fund Snapshot Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.