Add a Superannuation Fund to Payroll - Manually

Before Starting: Get all of employees to fill in a Superannuation (super) Standard Choice Form. This form collects all the information that employers will need when using SuperStream

All information entered manually must be accurate or payment for that superannuation fund will be rejected when SuperStream Payment is submitted

Step 1: Add

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

Step 2: Enter Super Fund Details in Manually

Option A: Regulated

• Fund Name: correct name of the employees superannuation fund
• Unique Superannuation Identifier (USI)
• Fund Employer Number (Optional): Some super funds require the employer to have an account with them. The super fund provide a number they can identify who a payment has come from
• Click OK to save
  

Option B: Self-Managed Superannuation Fund (SMSF)

1. Fund Type: Select SMSF from the drop-down list
   

• Fund Name (display only): required
• Organisation name: required (Note: This should be the correct name of the super fund.)
• ABN: required
• Electronic Service Address alias (ESA): required
• Account Name: required
• BSB: required
• Account Number: required
• Email Address: optional
• Phone Number: optional
• Click OK to save