To add a standard super fund

Standard super funds are those used by most employees. These funds are registered with – and regulated by – APRA (Australian Prudential Regulation Authority). If you need to set up a self-managed super fund, see the info in the section below.

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

2. Click New. The Superannuation Fund Information window appears.
   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.)

3. If you've signed up to Pay Super, select the fund Type as Standard (APRA-regulated). Standard funds are those registered with – and regulated by – APRA (Australian Prudential Regulation Authority).
   

4. 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.

   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 Super. Still can't find the fund? Contact MYOB Support on 1300 555 931.

    

   1. 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.
   2. Click the Add fund contact details link to add the fund's Phone Number and Website.
5. If you've signed up for Pay Super and want to pay the fund directly from AccountRight, make sure you select the Pay directly from AccountRight option on the right.
6. Click OK. The fund now appears in the Superannuation Fund List window.
7. Repeat from step 2 for each additional standard fund you want to create.

To add a self-managed super fund

If you've set up Pay Super, you can add a self-managed super fund into AccountRight. For standard super funds, see the info above.

1. 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 as Self-Managed. If you can't select this option, make sure you've set up Pay Super.
   

5. Enter the fund's ABN. The Registered Name for the fund will appear automatically. If it doesn't, check the ABN you've entered.

6. 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.

   Not sure which ESA to select? Check with your employee or the trustee/administrator of the Self Managed Super Fund. For more details on where to obtain an ESA, check the ATO website.

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

9. If you've signed up for Pay Super and want to pay the fund directly from AccountRight, make sure you select the Pay directly from AccountRight option on the right.

   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.

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

To assign funds to your employees

Once you've created super funds and reviewed the super payroll categories, you need to assign them to your employees.

You can select a super fund 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.)

You'll also need to enter the Employee Membership No. Here's an example:

To edit or delete a super fund

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. 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 arrow to open the fund. Make your changes then click OK.

A super fund can only be deleted if it hasn't had a payment made to it.

To delete a fund go to Lists > Superannuation Funds. Right-click the fund to be deleted and choose Delete Superannuation Fund.