Cumulative Unused Cap C/F Available (B)

Odette Kelly

• 16 June 2026 04:50

Hello BGL 

Under the members contribution accounts, the Cumulative Unused Cap C/F Available (B) (as compared to the Tax Portal report)  should be zero however we are showing figures of $29,000 etc. How can I edit this to reflect the correct amounts please

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• Official comment

  

  Andre Jones

  • 30 June 2026 05:40

  Hi Odette,

  Thank you for posting your question in the Community.

  The Cumulative Unused Cap C/F Available is automatically calculated in Simple Fund 360 based on the contribution transactions recorded within the fund. If the balance doesn't match the ATO Tax Portal, the first step is to review the member's contribution transactions to ensure there are no missing or incorrectly recorded contributions.

  If the member has made contributions to an external fund, these external contributions are not automatically included in the calculation. In this case, you will need to enter the external contribution balances through the External Contributions section on the Member Dashboard.
  Previous Years & External Contributions - Member Dashboard
  
  If you've reviewed the transactions and entered any required external contributions, but the balance is still incorrect, please let us know and we'd be happy to investigate further.

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