Superannuation funds are centred around their members and employers, but they also have relationships with numerous parties involved with fund operation.
This is where the Providers tab comes into play. This tab is a central store of people and businesses that do not necessarily relate to specific members or employers. For example, you may store groups such as administrators, custodians and financial planning providers. This section allows you to store and manage these specific relationships.
Comments
Article is closed for comments.