Dashboard
Overview of all client applications and forms
Total Clients
248
+12% this month
Forms Sent
142
+8 this week
In Progress
34
24 viewed
Submitted
89
+15 today
Needs Review
12
3 urgent
Ready to Forward
28
5 this week
Awaiting ABN
16
8 submitted
Completed This Month
67
+24% vs last month
Recent Applications
View and manage client applications
| Client Name | SMSF / Fund Name | Form Type | Status | ABN Status | Last Updated | Assigned Staff | Actions |
|---|---|---|---|---|---|---|---|
Jordin Rose Mackay Jordin Rose Negfeldt | J & J Mackay Property #1 | Company Establishment | Submitted | Awaiting ABN | 2 hours ago | Sarah | |
Robert Leslie Fraser | RNE19 Super Fund | SMSF Borrowing (Bare Trust) | Needs Review | Pending Review | 5 hours ago | Vanessa | |
Melanie Elizabeth Dowling Adrian Ian Dowling | Dowling Super Fund | SMSF Borrowing (Bare Trust) | In Progress | Not Applicable | 1 day ago | Lauren | |
Tacy-Lee Taylor | Taylormade #9 | SMSF + Corporate Trustee | Ready to Forward | ABN Received | 1 day ago | John | |
Robert Leslie Fraser | RNE19 Super Fund | SMSF Borrowing (Bare Trust) | Missing Information | Not Provided | 2 days ago | Stacey | |
Melanie Elizabeth Dowling Adrian Ian Dowling | Dowling Super Fund | SMSF Borrowing (Bare Trust) | Form Sent | Not Applicable | 3 days ago | Vanessa |