How to View the Superannuation Transfer History

To view a history of the payee’s superannuation transfers, 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.	Navigate to the Transfer History section of the Superannuation Transfers tab. A historical list of transfers is displayed. Date/Time Displays the date and time on which the balance of superannuation contributions the payee accrued to a superannuation fund where transferred. Source Fund Displays the name of the superannuation fund from which superannuation contributions were transferred. Source Fund Policy Number Displays the payee's policy/membership number for the source superannuation fund from which superannuation contributions were transferred. Target Fund Displays the name of the superannuation fund to which superannuation contributions were transferred. Target Fund Policy Number Displays the payee's policy/membership number for the target superannuation fund to which superannuation contributions were transferred. Target Fund Opening Balance Displays the payee's accrual balance in the target fund prior to the transfer occurring. Transfer Balance Displays the accrual balance that was transferred from the payee's source fund to the payee's target fund. Target Fund Closing Balance Displays the payee's accrual balance in the target fund after the transfer occurred (i.e. target fund opening balance + transfer balance). Transferred By Displays the name of the user who performed the transfer. Transferred By Username Displays the FastTrack360 username of the user who performed the superannuation transfer.