Add Super Fund
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Add Super Fund
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Add Super Fund
This process should be used to set up employee super funds, Self Managed Super Funds and your Clearing house fund
1 Navigate to > JobBag Menu > Address book > select new
2 Select Business > Super Fund
Details Section: Enter the super fund's business contact information in this section. Individual contact information will be added down below
Address book type section - Super fund
Field Name | Field Description |
Is clearing House | Tick this if this super fund is your clearing house. |
USI: | Enter the Super funds USI. Use the ABN of the SMSF. Use the ATO Superfund look up tool. |
Self Managed Super Funds (SMSF) | Use the ABN of the SMSF as the USI. Check out link to more info on the information requirements for a SMSF and super stream |
Create and add contact or Create to save
Click Create and Add contact. This saves the record and the add contact window will open.
Alternately, select Create which will save the record. You can add contacts later if you want.
Need more help?
Please contact support call 02 8115 8090 or email support@jobbag.com
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