Step 1 - Ensure all employee Superannuation fund details are entered, including Tax Scale and Tax File Number (TFN):

• Click on the Payroll toolbar icon.
• Click on the Employees tab.
• Click on an employee to highlight.
• Click on the Select Employee button.

• Click on the Tax and Super tab.
  • Tick Don't print first name on Payment Summary if a company or other entity (other than an individual).
  • Tax Scale - select from drop-down list. - required
  • Enter any amount for extra tax per pay period. Enter as a negative number for tax rebate amounts.
  • Tax File Number (TFN) - required
  • ABN (Australian Business Number)
• Employer Super (Helpful Hint: get your employee to fill out a Superannuation (super) Standard Choice Form.)
  • Superannuation Rate % (For current Superannuation Guarantee Rate click on the following ATO link.) - required
  • Superannuation Fund Name.
    • Click on the + button to add a superannuation fund.
    • Click on the drop-down arrow to select a superannuation fund from the list - required
  • Member No. (Fund Member Number) - required
• Click OK to save.

 

Add Superannuation Fund:

To access this window:

• Click on the Payroll toolbar icon.
• Click on the Superannuation Funds tab.
• Click on the Add button.
• In the Add Super Fund window:
  • Click on one of the Search By: options, i.e. USI, ABN or Name.
  • Enter their respective information in the text box.
  • Click on the Search button.

 

This will take you to the Fund Search Results window:

• All Matching Products will populate this window.

 

ABN

• The Australian Business Number (ABN) is an 11 digit, unique number issued to a business (entity), and used to identify that business (entity). i.e. the superannuation fund. 

For example: 70 815 369 818 is the ABN that identifies the IOOF Portfolio Service Superannuation Fund.

 

USI

• The Unique Superannuation Identifier (USI) is a number used by larger superannuation funds for electronic communication about contributions and rollovers.
• The Unique Superannuation Identifier (USI) is used in SuperStream to identify an APRA fund and/or its superannuation product which an employee (member) is contributing to.

For example: The IOOF Portfolio Service Superannuation Fund has 23 superannuation products, each with their own USI. e.g. IOF0057AU, IOF0058AU, IOF0059AU, etc....

 

Product Name

• A super fund may offer numerous super products, for example, a retail superannuation plan and an employer superannuation plan.
• Each product will have its own USI and its matching Product Name.

For example: USI: IOF0057AU, Product name: IOOF Portfolio Service Personal Superannuation.  

 

• To select a product, simply click on that product, so it is highlighted blue.
• Click on the OK button.

  

• Click on the following link for SuperStream - Employee Details Setup.
• Click on the following link for SuperStream - Employer Details Setup.
  
  

CSC Article ID 1842