To edit or delete a super fundSelf-managed funds can't be edited. Instead, you'll need to create a new self-managed fund with the updated details and assign it to the applicable employees. You'll need to enter a different name in the Name field to the one use previously to be able to save the new fund. To edit standard funds, go to Lists > Superannuation Funds and click the zoom a standard super fund Changes made to a super fund will apply to all employees who are assigned to that fund. - Go to the Lists menu > Superannuation Funds.
- Click the zoom
Image Added arrow to open the fund. - Make your changes
then click - .
- Click OK.
To delete a super fund A super fund can only be deleted if it hasn't had a payment made to it.To delete a fund go - Go to the Lists menu > Superannuation Funds.
- Right-click the fund to be deleted and choose Delete Superannuation Fund.
|