Heard about Pay Superannuation?

Before you can set up your superannuation funds, you need to register for Pay Superannuation. It’s free with your AccountRight subscription and you can use it to make super payments directly from AccountRight and stay on top of government obligations, including SuperStream.

1. Anchor
   1354196 1354196

   Go to the Lists menu and choose Superannuation Funds. The Superannuation Fund List window appears.
   

2. Click New. The Superannuation Fund Information window appears.
   
3. Enter the Name you want to use for the fund within AccountRight. For example, you might want to give a fund with a long or confusing name a shorter, clearer one. (This is different to the fund's Registered Name, which we'll get to shortly.)

4. Select the fund Type. Most funds will be Standard rather than Self-Managed. Standard funds are those registered with – and regulated by – APRA (Australian Prudential Regulation Authority).

5. For Standard funds:

   1. Select the fund's Registered Name from the list. This is the name that's registered with APRA.
      If a SPIN (Superannuation Product Identification Number) or USI (Unique Superannuation Identifier) exists for the fund, it will appear in the SPIN/USI field automatically. The ABN for the fund will appear automatically as well.

      UI Text Box
      type note
      Can't find a super fund? It might be listed under a slightly different name than you're used to. In the Registered Name drop-down, try entering and searching for the fund's SPIN/USI. You can also check our list of super funds to make sure the fund can be paid using Pay Superannuation. Still can't find the fund? Contact MYOB Support on 1300 555 931.

   2. If you have your membership number for the fund, type it in the Employer Membership Number field. This is a unique employer identification number provided by some funds when you register an employee or group of employees.
   3. Click the Add fund contact details link to add the fund's Phone Number and Website.
6. For Self-Managed funds (SMSF):
   1. Enter the fund's ABN. The Registered Name for the fund will appear automatically.

   2. Select the fund's ESA from the list. This is the Electronic Service Address, and is used to send data messages to the fund about the contributions you make.

      UI Text Box
      type note
      Not sure which ESA to select? Check with your employee.

   3. Enter the fund's BSB and Account Number.
   4. Click the Add fund contact details link to add the fund's Phone Number and Address.

7. If you want to pay the fund directly from AccountRight using Pay Superannuation, make sure you select the Pay directly from AccountRight checkbox on the right.

   UI Text Box
   type warning
   Once you've selected this option for a Self-Managed fund, you won't be able to edit the fund, so make sure you've entered the correct details.

8. Click OK. The fund now appears in the Superannuation Fund List window.
9. Repeat from step 2 for each additional fund you want to create.

You do this in the Payroll Details view of each employee’s card (Card File command centre > Cards List > open an employee card > click the Payroll Details tab > Superannuation tab.)

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

Self-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.

A self-managed fund can't be deleted if a payment has been made to it.

If you can't find the fund in the MYOB fund list, first check that it's not listed under a slightly different name than you're used to. In the Registered Name drop-down, try entering and searching for the fund's SPIN/USI. You can also check our list of super funds to make sure the fund can be paid using Pay Superannuation.

If you still can't find the superannuation fund in the fund list, contact MYOB Support on 1300 555 931.