| hidden | true |
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Once your employee record has been saved, you can create the Superannuation details for your employee. To do this, follow these steps:
- Navigate to: Superannuation tab > Employee Super Funds sub tab
- Click on New Employee Super Funds
- A new window will open, complete all required details (refer to the list section below)
- Click Save
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New Employee Super Funds fields
In the window that pops up, enter the employee's Super Fund details:
Employee -. Depending on the type of Super Fund the employee has, the information required differs. The table below provides example field values for a standard Super Fund and Self Managed Super Fund (SMSF).
| Note | ||
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If the employee's Super Fund is not listed in the dropdown or they have an SMSF, then you will need to create a new Super Fund. Click the + button next to the Super Fund dropdown to do this. |
| Field | Description | Super Fund value | SMSF value |
|---|---|---|---|
| Employee | Defaults when you create the record |
| Jane Smith | Jane Smith | |
| Super Fund |
| Select from the list |
| , defaults from the |
| organisation's payroll configuration | REST Personal | The Trustee for Jane Smith |
| Super Fund Vendor |
| Select the Vendor who |
| you will pay this employee's super to. The Vendor must be setup as a Super Fund |
| . Select ClickSuper if you're paying super through them. | ClickSuper | ClickSuper |
| Membership Number |
| Enter the employee's super membership number. |
| 12345678 | 01 |
| Current | Will set as marked when you save the record. |
| This indicates that this record |
| is the most current (if there are more than one employee super fund record |
| ) | <check> | |
| Start Date |
| Enter the date that the employee wants to start using this |
| super fund | 1/12/2016 | |
| End Date |
| Enter the date that the employee wants to stop using this |
| super fund | |||
| SPIN | This field has been deprecated, use the USI field instead | ||
| Super Fund ABN | ABN of the Super Fund, generally required only for SMSFs | 87654321 | |
| Unique Superannuation Identifier (USI) |
| Defaults from the Super Fund |
| RES0101AU | ||
| Electronic Service Address (ESA) |
| Required for SMSFs. Defaults from the Super Fund. Enter CLICKSUPER if you're paying super through Click Super and this will auto-populate upon your first pay run | CLICKSUPER | ||
| BPAY Biller |
| Code | Enter the BPAY Biller Code. |
| Defaults from the Super Fund |
| BPAY Reference Number |
| Enter the BPAY Reference Number. |
| Defaults from the Super Fund |
| Bank Account |
| Name | Enter the Bank Account Name. |
| Defaults from the Super Fund |
| Jane Smith Family Trust | ||
| BSB |
| Number | Enter the BSB Number. |
| Defaults from the Super Fund |
| 062222 | ||
| Bank Account Number |
| Enter the Bank account number. |
| Defaults from the Super Fund |
| 12345678 | ||
| Bank Account Reference |
| Enter the bank account reference. |
| Defaults from the Super Fund |
| Company Super | ||
| Is |
| SMSF | mark this checkbox if the super fund is a Self Managed Super Fund. |
| Defaults from the Super Fund |
| title | Important! |
|---|
| <check> |
Once you've saved, go to step 12. Finish up