Creating A Management Action

Creating A Management Action 

Within your file, navigate to the Review Points section. Once on the Review Points page, create a review point under RP1-3 - Management Letter Points. 

Note: The Management Action will not be visible, within the SMSF Dashboards counts until the file status has been updated to Completed or the file has Signed-off

Once the Administrator logs into the SMSF Dashboard and selects the correct financial year, the number next to the 'Management Actions' heading will have increased by 1.