How do I add super fund details for an employee?¶

You'll need each employee's super fund details so their super can be paid to the right place.

Step 1. Go to Payroll → Employees, open the employee, and select the Superannuation tab.

Step 2. Click Edit Super Details.

Step 3. Set the Super Guarantee Rate (%) — the rate of super you pay on their earnings.

Step 4. Choose the Fund Type:

• Employer Default Fund — your company's default fund.
• Stapled Fund — the fund the ATO returned for this employee.
• Nominated Fund — a fund the employee chose.
• Self-Managed Super Fund (SMSF) — their own SMSF.

Step 5. Enter the fund details for the type you picked:

• Employer / Stapled / Nominated fund: the Fund Name, Fund ABN, USI Number, and the employee's Membership number. You can search for the fund to fill these in automatically.
• SMSF: the Fund Name, ABN, Electronic Service Address (ESA), and the fund's bank account (Account Name, BSB, Account Number).

Step 6. Click Save. You'll see "Super details updated."

Once the fund's ABN and USI are saved, you can confirm the fund recognises the employee — see How do I verify an employee's super fund?

Related guides¶

• How do I verify an employee's super fund?
• How do I pay super to funds?
• How do I add an employee?