^Login

Frequently Asked Questions

Authors
Category   Billing   Employee   Employee Profile   Employee Settings   EOFY   Fingerprint   Fingerprint Scanners   General   Glossary   Groups   HR   Jobs   Leave   Mobile App   Notification Config   Payroll   Payroll Rules   Reports   Roster   Security   Settings   Skills Matrix   STP   Superannuation   Timesheet   VEVO   Xero

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.