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FED - ATO Form Searching for lost and unclaimed super

avatarLEAP
We have added a new form to LEAP:
  • Searching for lost and unclaimed super (LL-FED-GEN-043)
This form has been coded for client. If you would like to use this in different matter types, please use the Replace References button on the LEAP Ribbon to change Client to your preferred contact card on the matter. e.g. If you are using this form for a deceased person in your estates matter:
  1. Click Replace References on the LEAP Ribbon.
  2. On the left hand side click on Client.
  3. On the right hand side click on Deceased.
  4. Click OK.

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Blog Article: FED - ATO Form Searching for lost and unclaimed super