Navigation: Settings > Payroll Settings > Super Fund List >

Create new Self Managed Super Fund

 

 

 

 

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

 

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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