How do I add a superannuation fund to payroll manually?

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

To add a regulated or self-managed super fund (SMSF) manually:

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

Step 1:

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

Step 2: Enter super fund details in manually:

(a) Regulated

• In the Add Super Fund window:
  •  Fund Type: select Regulated from the drop down list.

Enter the following information into the Super Fund Details section:

• 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 on the OK button to save.

(b) Self-Managed Superannuation Fund (SMSF):

• Fund Type: select SMSF from the drop-down list.

Enter the following information into the Super Fund Details section:

• 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
• Acount Number: required
• Email Address: optional
• Phone Number: optional
• Click OK button to save.