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How do I add a self managed super fund?

Author Dylan Wong@Microkeeper
Category Superannuation
Last Modified 28/01/2025

A self managed super fund can be added on the Super Settings page.

Navigate to Menu > Settings > General > Super Settings > click the "+ Self Managed Super Fund" button

add-smsf-button-1903c.png

Enter the details of the fund in the "New SMSF" window and click "Add" to confirm.

smsf-window-aa09e.png

Once added, the SMSF can be selected in the Employee Profile under Super Fund Details.

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