To access the Fund Search Results window:

• Click on the Payroll toolbar icon
• Click on the Superannuation Funds tab
• Click Add
  

• 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 OK

 

 

Article ID 2003