How do I set up or change the Superannuation File Details for my Organisation?

How to set up or change the Superannuation File Details for your Organisation.

Select Organisation from the Side Navigation Menu.

Select Superannuation File Details.

Change the File Format if required.

None is chosen when you do not need to create a Superannuation File, as the information is manually entered into a Superannuation Fund or Clearing House.
QuickSuper is a hybrid version of the ATO's Generic File Format, available for certain Superannuation Funds and Clearing Houses.
SAFF is the ATO's Generic File Format, which all Superannuation Funds and Clearing Houses must accept.
SuperChoice enables you to send the Superannuation Contributions directly from e-PayDay Go® to SuperChoice. You must register, agree to the terms and conditions, and complete a Product Disclosure Statement (PDS) to use this option. If you prefer the payments to be deducted from your account, a Direct Debit Authority (DDA) is also required.

If QuickSuper is chosen;

Change the Date Format if required, and Enter the Employer ID to match that provided to your Organisation by QuickSuper.

If SAFF is chosen;

Enter the First Name of Payer Contact and Family Name of Payer Contact.

Enter the BSB (Bank, State, and Branch Code), Account Number and Account Name for the bank account you use to pay superannuation.

In addition to BSB, Account Number and Account Name, you must also

Enter the Name of Remitter, who is the Entity (or Individual) approving the ABA File.
Enter the APCA ID provided by your financial institution. This is a unique six-digit number that identifies your Organisation (Legal Entity) and confirms that the financial institution approves use of their system.
Select Self Balancing Transaction and/or Short File Name if required by your Financial Institution.

You can also change the Description if required. By default, this is set to Superannuation. The Transaction Code is set to 53 and should NOT be changed.

If SuperChoice is chosen;

Choose the Payment Method;

Direct Credit - the Superannuation Payment will be paid manually.
Direct Debit - the Superannuation Payment will be deducted from your nominated Bank Account.

Enter the First Name of Payer Contact and Family Name of Payer Contact.

Payment Account is used to advise the account that SuperChoice will be paid from and Refund Account is used to advise the account SuperChoice must return the Superannuation payment to if they are rejected.

Select Use Banking Details to complete the fields based on Banking Details as required.
Select Use Super Holding Account Details to complete the fields as required based on the Superannuation Holding Account Details.
Select Enter Account Details to manually enter different banking details.

Select Save to save your changes.

If QuickSuper is chosen, enter the Superannuation Fund Generated Employer Identifier for ALL Self Managed Super Funds (SMSF).
If SuperChoice is chosen, ensure the Bank Account Details and ESA are entered for ALL Self Managed Super Funds (SMSF).

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