Superannuation Fund File

The Superannuation Fund File is accessible when adding or viewing a Superannuation Fund and contains the following sections: Fund Details and Payment Method.

Fund Details

Active allows you to deactivate any Superannuation Funds which is no longer required.

🎯 Active cannot be deselected if there is one or more Payees or Transactions assigned to the Superannuation Fund.

Search Funds (ABN, Name or USI) enables you to use the Super Fund Look Up Database to locate the required Superannuation Fund.

Australian Business Number (ABN) enables you to store the ABN for the Superannuation Fund.

Unique Superannuation Identifier (USI) enables you to store the USI for the Regulated Superannuation Fund.

Electronic Service Address (ESA) enables you to store the ESA for the Self-Managed Superannuation Fund.

Fund Name enables you to store the Fund Name for the Superannuation Fund.

Product Name enables you to store the Product Name for the Superannuation Fund.

Do not include in Superannuation File allows you to select if the Superannuation Fund needs to be included in Superannuation Manager.

Payment Method

Superannuation Fund Generate Employer Identifier allows you to enter the unique Employer ID issued to you by the Superannuation Fund.

Payment Method defines the method in which you will forward payment for Superannuation.

If Direct Credit is selected,

BSB enables you to store the BSB for the Superannuation Fund.
Account Number enables you to store the Bank Account Number for the Superannuation Fund.
Account Name enables you to store the Bank Account Name for the Superannuation Fund.

If BPay is selected,

BPay Biller Code enables you to store the BPay Biller Code for the Superannuation Fund.
Customer Reference Number (CRN) enables you to store the CRN for the Superannuation Fund.

Page updated

Report abuse