Submissions

Review and manage submitted client forms

Total Submissions

89

Needs Review

12

Ready to Forward

28

Missing Information

8

All Submissions (5)

Review submitted applications and request changes if needed

Application IDClient NameSMSF / Fund NameForm TypeStatusSubmitted DateCompletenessIssuesAssigned StaffActions
APP-1247Sarah MitchellMitchell Family Super FundSMSF + Corporate TrusteeSubmittedApril 24, 2026 2:30 PM
100%
No issuesAlex Chen
ReviewEditStatusRequest ChangesMark Ready
APP-1246David ThompsonThompson Retirement FundSMSF + Corporate TrusteeNeeds ReviewApril 23, 2026 4:15 PM
100%
1 issueEmma Davis
ReviewEditStatusRequest ChangesMark Ready
APP-1244Michael RobertsRoberts Family SMSFExisting Corporate TrusteeReady to ForwardApril 22, 2026 10:20 AM
100%
No issuesSarah Park
ReviewEditStatusRequest ChangesMark Ready
APP-1243Lisa AndersonAnderson Superannuation FundSMSF + Corporate TrusteeMissing InformationApril 21, 2026 3:45 PM
85%
3 issuesEmma Davis
ReviewEditStatusRequest ChangesMark Ready
APP-1241Emma TaylorTaylor Family FundSMSF + Corporate TrusteeCompletedApril 18, 2026 11:30 AM
100%
No issuesSarah Park
ReviewEditStatus