Add Super Fund

Set Up Super Funds, Self-Managed Super Funds (SMSFs) and Your Clearing House

Follow the steps below to add a Super Fund, SMSF, or your Clearing House to the Address Book.

1. Navigate to the Address Book

1. Go to JobBag Menu
2. Select Address Book
3. Click New

2. Select Business Type

• Choose Business
• Select Super Fund

3. Complete the Details Section

Enter the super fund’s business contact details, including:

• Fund name
• Address
• Email and phone
• Any other relevant business information

Individual contact information will be added in the Contacts section later.

4. Field Descriptions

Use the following guidance when completing the super fund fields:

5. Save the Record

You can save the super fund in two ways:

Option 1: Create and Add Contact

• Click Create and Add Contact
• This saves the super fund and opens the Add Contact window so you can immediately enter individual contact details.

Option 2: Create

• Click Create
• This saves the record without adding a contact.
• You can add contacts at any time later.