This guide will explain how to add super funds to SuperChoice and link them to Microkeeper.
SuperChoice Menu > Choice of Fund > Link to Super funds
Super fund search
Search via SPIN or ABN, which can be obtained from Microkeeper.
(1)SPIN: Example ANZ0325AU
(2)Click: Search
(3)Fund employer number: If the super fund has supplied a number enter it here
(4)Click: Link
Repeat Steps 1-4 for all super funds that your employees are members of.
SuperChoice Menu > Choice of Fund > Link to Super funds
Search via ABN
Typically no employer number required.
Enter: Email, BSB and Account number as required
Click: Confirm
SuperChoice Menu > Choice of Fund > Payroll Fund Codes
Payroll fund codes must be add for SMSF
Microkeeper identifies each SMSF fund by it's ABN.
(1)Fund Code: Enter the ABN of super fund, example 123 321 456
(2)SuperChoice Fund: Select the corresponding fund, example John Smith Family Super
(3)Click: Add
Repeat these 3 steps for all listed SMSF.
Click: Fund code list, to verify the completed list.
| NOTE: If any new employees are hired and they are members of a super fund not yet listed, this process must be repeated for those super funds before super can be processed |
