How to Transfer a Payee's Superannuation Accrual

To transfer a payee's superannuation accrual from one superannuation fund to another, follow the procedure below.

How to Transfer a Payee's Superannuation Accrual
	If you do not already have the relevant payee record open in the Payee Entry screen, search for and open the relevant payee record in edit mode.
2.	Click the Superannuation Transfers tab below the header of the Payee Entry screen. The Superannuation Transfers* tab opens.*
3.	In the Source Fund field under the Superannuation Transfer section, select the name of the superannuation fund from which an accrual is to be transferred. The policy number, current contribution period and current contribution period accrual balance of the source fund you have selected are displayed beneath the Source Fund field so that you can check that you have selected the correct source fund.
4.	In the Target Fund field, select the name of the superannuation fund to which the accrual is to be transferred. The policy number of the target fund that you have selected is displayed beneath the Target Fund* field so that you can check that you have selected the correct target fund.*
5.	Click Transfer. A message is displayed, prompting you to confirm the transfer.
6.	To continue the transfer, click Yes. The confirmation message closes.
7.	Click Save at the top of the Payee Entry screen. The superannuation accrual is transferred from the source fund to the target fund and the Payee record is saved.