How do I set up Superannuation Reporting (SuperStream)?

Gather Employment Records and confirm all Payees are set up correctly;

1. Locate the Payee's Superannuation Standard Choice Form (or similar, depending on your business requirements).

2. Generate the Superannuation Funds Allocation Report to confirm which Super Fund your Payees are assigned to.

3. Add any new Superannuation Funds that are required.

4. Update the Employer SG Contribution Details for any payees as required.

5. Update the Additional Contributions (RESC) Details for any payees as required.

6. Update the Employee Contributions (before/after PAYGW) Details for any payees as required.

Decide on the Superannuation Fund provider/s that you wish to upload your SuperStream File and payment through.

1. As many options are available, we recommend you contact all of the superannuation funds to which you currently pay contributions to find the best solution.

Implementation;

1. Ensure the Organisations Superannuation File Details have been completed.

   1. If QuickSuper has been chosen, ensure the Superannuation Fund Generated Employer Identifier has been entered into each fund (if required by your superannuation fund or clearing house).

   2. If Ozedi has been chosen, ensure the Direct Credit Bank Details have been entered into each fund.

2. Select which Superannuation Funds must be excluded from Superannuation Manager if required.

End of Period Reporting

1. Follow our End of Period Reporting guidance.