Add Super Fund
Set up Employee super funds, Self Managed Super Funds and your Clearing house fund.
Navigate to > JobBag Menu > Address book > Select New
Select Business > Super Fund
Details Section: Enter the super fund's business contact information in this section.
Individual contact information will be added down below
Field Name | Field Description |
Is clearing House | Tick this if this super fund is your clearing house. |
USI: | Enter the Super funds USI. Use the ABN of the SMSF. Use the ATO Superfund look up tool. |
Self Managed Super Funds (SMSF) | Use the ABN of the SMSF as the USI. Check out link to more info on the information requirements for a SMSF and super stream |
Click Create and Add contact. This saves the record and the add contact window will open.
Alternately, select Create which will save the record. You can add contacts later if you want.