How to Select the Payee's Super Fund

Navigate On the Payee Entry screen, navigate to the Payee Details > Superannuation Details section.

2.

If the payee will be is exempt from compulsory employer superannuation contributions, on within the Superannuation Details tab  section of the Payee Entry screen, click Exempt and do not proceed any further.
Otherwise, skip Skip this step and go onto step 3 if the payee is not exempt from compulsory employer superannuation contributions.

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3.

On At the top of the Superannuation Details tab  section of the Payee Entry screen, click Add.

The Search Superannuation Funds screen dialog box opens.

4.

In the search fields, key in or select as much information about the relevant fund as possible. Alternatively, skip this step if you want to list all funds that are configured in the system.

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5.

Click Search Superannuation Funds .

A list of funds is displayed on the Search Superannuation Funds screendialog box.

6.

In the list of funds, click on the button next to the name of the relevant fund.

The fund is selected.

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Click . The Search Superannuation Funds screen closes dialog box and the fund you have selected is listed on the Superannuation Details tabadded to the list of funds that is displayed in the Superannuation Details section of the Payee Entry screen.

7.

In the Policy/Member Number column, key in the payee's superannuation policy number of the fund if the payee has supplied it.

It is possible to save the payee record without a policy number initially. Therefore, skip this step if the payee has not provided a policy number yet.

8.

In the Rate Rule column, select the rate rule that determines the rate at which the payee will accrue superannuation contributions that will be paid to the fund.
Skip this step if the payee will be exempt from compulsory employer superannuation contributions. In such cases, accrual of superannuation is based on deductions from earnings exclusively and therefore the accrual rate is defined by the deduction rate.

In the Policy/Member Number column, key in the payee's superannuation policy number of the fund if you know it.

It is possible to save the payee record without a policy number initially. Therefore, skip this step if the payee does not have a policy number at this stage. 9.

If the fund is to act as the payee's default fund in the event that the pay agreement that applies to a job the payee works does not stipulate a specific fund, tick the Agreement Default column. Skip this step if the payee will be exempt from compulsory employer superannuation contributions.

Only one fund on the payee's superannuation details can be flagged as the agreement default fund.

10.

If the payee has already been registered as a member of the fund, select the date on which the payee was registered in the Registration Date field.

11.

If the payee has more than one super fund, repeat steps 23-8 10 to add one or more other funds if necessary.