- Click Super Manager > Edit Fund or
Click Super Manager from the Side Bar. - Navigate to Status and ensure BOTH Active and Inactive are selected.
- Select Search.
- In Search In, select ABN or Fund Name and Plan Name
- In Search By select Containing
- In Search For enter the value you wish to locate (eg. SunSuper) and press Enter
- If the Fund exists, it will be displayed in Your Requested Search Results – Take note of the Fund #.
- Select Exit
- If the Fund did not exist, add it by selecting New.
- If the Fund did exist, scroll through the Fund List until you locate the correct Fund #
- Select the Super Fund to edit (click once to highlight).
- Select Edit
- Select Active if the option is deselected
- Select Payment
- Select Edit
- Change Fund Paid.if required.
- Change Period Start Date if required – this should be set to the 1st of the month for the required period.
- eg. Superannuation Payments processed Quarterly: Period Start Date should be set to 1 July, 1 October, 1 January or 1 April, depending on the reporting period you require.
- Selected SuperStream.
- Ensure all details are up-to-date and correct.
- Click Save then Exit.
Revision:
2
Last modified:
Oct 18, 2021