Step 1: Please click the "Sign/Edit File" button under the "Upload" Column to open the document/minutes on your screen.
Step 2: Please enter the meeting venue, meeting date and Trustees who attended the meeting in the table provided at the top of the document.
Step 3: Please review all parts of the Minutes document and provide further information where required:
- Select "Yes/No" to confirm whether you agree/disagree with the information prefilled into the minutes;
- Provide detailed information relevant to your SMSF’s circumstances in the text boxes.
Step 4: To sign digitally, please identify yourself from the Trustee/Director dropdown list and then tick the checkbox. Where your SMSF has more than one Trustee/Director, you can use the “Save as draft” function to save the information if all the Trustees /Directors cannot sign at the same time.
Step 5: Once all fields have been completed, please click the "Submit" button to submit the completed minutes. Please note that if some fields are still incomplete, you will not be able to submit the document.