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.

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