Steps on how to Create New Super fund
1.Go through Settings > Super Fund List;
2.Click New Super Fund;
3.Select Regulated Super Fund from Fund Type;
Fields explained in Creating New Regulated Super Fund
1.Fund Type: User may choose from Regulated Super Fund or Self-Managed Super Fund according to employee’s Super Fund settings.
2.Fund Name: User may search Super Fund name from the pre-stored Australian Regulated Super Fund List.
3.A.B.N: User needs to enter valid ABN in this field, otherwise system warning of ”Please input valid ABN number!” will pop up and Super Fund can’t be saved without correct ABN
4.USI: Once user has selected Fund Name, the corresponding USI will be auto loaded.
5.BSB Number: Only six digits allowed in this field. This is not mandatory field.
6.Bank Account Number: Only numerical number accept in this field. This is not mandatory field.
7.Employer Number: This is the unique number assigned to user’s company by Super Fund Company. This is not mandatory field.
8.Inactive: Once this tick-box has been ticked, user may not be able to find the Employee Group from the list.
9.Save: Save the Employee Group in the list for later selection.
10.Exit: This action would lead user back to the Employee Group List without saving the current one.