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Setups | Payroll | Superannuation Funds | Maintain

Superannuation Funds Maintenance allows you to set up superannuation funds and modify existing funds. 

Note: Ensure that the following fields have been completed if you wish to use the fund as the default fund for employee onboarding in your Attaché Online organisation:

  • Superannuation Fund Name
  • ABN
  • SPIN/USI
  • Website address
  • Telephone


Field or group nameDescription
Superannuation Fund Code

Type or choose the code of the superannuation fund.

Institution Code

If you have set up a superannuation company, type or choose the superannuation company code. The software copies relevant details from the super company but you can modify these details if necessary.

Superannuation Fund Name

Type the name of the fund, such as Maximiser or Growth Plus.

Address Line 1

Enter the address for this fund. In the Suburb and Postcode fields, you can choose Find (F2) to search for a suburb or postcode.

Address Line 2
Suburb
State
Postcode
ABN

All superannuation funds must have an ABN.

The software ensures that the Australian Business Number you enter (if any) is in the correct format.

ContactIn these fields, enter the name of a person to contact at the super company, and their contact numbers.


Telephone
Fax
Website addressType a website address, or copy it from your browser and paste it by pressing Ctrl+V in the field.
BSB

Type the BSB (Bank State Branch number) for the account.

Only enter details in this field if the fund is a self-managed superannuation fund (SMSF) and the SMSF check box has been selected.

Account Number

Type the number of the account, which is provided by the institution that keeps the account.

Only enter details in this field if the fund is a self-managed superannuation fund (SMSF) and the SMSF check box has been selected.

SMSF

Select this check box if this is a Self-managed Super Fund.

If SMSF is ticked, when exporting super fund details SMSF displays in the SPIN/USI field.

Account Name

Type the name of the account, such as "Mr & Mrs J Smith".

Only enter details in this field if the fund is a self-managed superannuation fund (SMSF) and the SMSF check box has been selected.

Disk Transfer

Y = Yes
N = No

If auto bank transfer file is to be used and you wish this account included on the file, choose Yes.

If this account is not to be included on the file, choose No.

Sender Identifier

A = ABN (Australian Business Number)
E = EID (employer identifier)
I = INT (account identifier of an intermediary)
Z = None 

Type or choose the format for the Sender ID Code.

Sender ID Code

Type the code that identifies who sends payments to the super company.

Payee ID

Enter a reference code in this field to identify the superannuation fund.

If you use ClickSuper, this field should be left blank.

SPIN/USI

For Australian retail superannuation funds, enter the Superannuation Product Identification Number (SPIN) or Unique Superannuation Identifier (USI).

Note: SPIN/USI is not applicable for a Self-Managed Super Fund (SMSF).

Electronic Service Address (Alias)Enter an electronic service address. This address is provided to you by the employee/SMSF (self-managed superannuation fund) trustee and is used to receive notifications about superannuation contributions made to the fund.

REF: ID 807 | MOD 9 PAYMODS | WHLP