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Lead Schedule Summaries


Which SMSF template should I use?

Our recently released SMSF 3.0 template has prompted this question from a number of our clients - which SMSF template should I use?

Lead Schedules just got smarter

The quantity of units or shares held can now be directly imported via 'Connect for Class Super' or 'BGL CSV import', and is included on Lead Schedules and Lead Schedule Summaries for investments.