- Click Super Manager > Edit Fund or
Click Super Manager from the Side Bar. - Select the Super Fund to edit (click once to highlight).
- Click Edit.
- Click SuperStream.
- Make the required changes to the following fields,
- ABN and USI. A USI is not required for a Self Managed Super Fund (SMSF).
- Organisation Name.
- If the selected fund is a Self Managed Super Fund (SMSF), amend the Electronic Service Address. An electronic service address is an alias used by your SMSF that represents the uniform resource locator (URL) or internet protocol (IP) address of a messaging provider.
- Amend the Payment Method as directed by your Superannuation Fund or Clearing House (we generally find this is set to Direct Debit).
- Direct Debit: Amend the Payment / Customer Reference Number if advised by your Superannuation Fund or Clearing House
- BPay: Amend the BPay Biller Code and Payment / Customer Reference Number as provided by the Superannuation Fund.
- Direct Credit: Amend the BSB, Account Number, Account Name, Account Branch Name and Financial Institution Name for this Superannuation Fund.
- Select Save then Exit.
Revision:
2
Last modified:
Oct 12, 2022