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Create a New Self Managed Super Fund
1.Go through Settings > Super Fund List;
2.Click New Super Fund;
3.Select Self Managed Super Fund from Fund Type;
4.Save.
Fields in Create Self Managed Super Fund
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1.Fund Type: User may choose from Regulated Super Fund or Self-Managed Super Fund according to employee’s SuperFund settings.
2.Fund Name: User need to enter Fund name manually.
3.A.B.N: User needs to enter a 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.Electronic Service Address: This is the electronic service address for the selected Self Managed Super Fund.
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.Fund Email: Valid email format will be checked by system.
8.Fund Phone Number: Valid phone number format will be checked by system.
9.Employer Number: This is the unique number assigned to user’s company by Super Fund Company. This is not mandatory field.
10.Inactive: Once this tick-box has been ticked, user may not be able to find the Employee Group from the list.
11.Save: Save the Employee Group in the list for later selection.
12.Exit: Hit exit to go back to the Employee Group List without saving the current one.
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