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EOFY 23-24 - STEP 3.1 - Check Member Information

Key Step is to ensure everyone's information is correct

Especially Super and Tax

  • Verify member TFN

    • Highlight the number of members listed un default numbers (11111111 etc etc)

  • Contact members check & verify (and update if needed) TFN details BEFORE the end of the year

You can pull these reports

Mandatory Member Data Details

Member Finance Details