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biyv
Level 1
posted
‎October 19, 2020 11:08 AM
last updated ‎October 18, 2020 5:08 PM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

 
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Best answer October 21, 2020
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Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎October 21, 2020 09:12 AM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

Of course! 

 

To get to the Self Managed tab in my screen shot attached below, you will need to go through the following steps:

 

  1. Sign in and select the Employee tab
  2. Select the employee you wish to add this SMSF to
  3. When in the Employee's Details, on the left-hand side select the Super Funds option
  4.  It will bring up a screen where you 'Manage this employee's super fund details'.
  5. In the top right is a green Add button, select this and it will bring up a new window like in my screenshot. 
  6. Then select the tab that says Self Managed

 

From here it will give the options of adding relevant details of your SMSF instead of searching purely by ABN. Let me know if this is what you are looking for. 

 

Thanks, 

 

-Steven

 

 

 

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4 Comments 4
Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎October 19, 2020 01:47 PM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

Hi userdanin, 

 

With adding in SMSF details, you will need to check with the Superfund that the ABN is correct and registered. When Choosing a super fund, you have two tabs Regulated and Self Managed, please make sure you are on the correct tab as Self Managed, as when you are choosing a SMSF, it allows you to add in considerable amount of details compared to ABN. This way it does not rely on a search function, instead the details of the fund. 

 

Please give this a go and let me know how you go,

 

Thanks, 

 

-Steven

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biyv
Level 1
‎October 21, 2020 08:17 AM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

Hi Steven,

Thanks for the reply, however I still cant seem to see where the two tabs you are referring to are. If you are able to give more guidance that would be appreciated.

Thanks

Reply
Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎October 21, 2020 09:12 AM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

Of course! 

 

To get to the Self Managed tab in my screen shot attached below, you will need to go through the following steps:

 

  1. Sign in and select the Employee tab
  2. Select the employee you wish to add this SMSF to
  3. When in the Employee's Details, on the left-hand side select the Super Funds option
  4.  It will bring up a screen where you 'Manage this employee's super fund details'.
  5. In the top right is a green Add button, select this and it will bring up a new window like in my screenshot. 
  6. Then select the tab that says Self Managed

 

From here it will give the options of adding relevant details of your SMSF instead of searching purely by ABN. Let me know if this is what you are looking for. 

 

Thanks, 

 

-Steven

 

 

 

Reply
biyv
Level 1
‎October 21, 2020 02:17 PM

How do I pay Super to my SMSF when it isnt getting picked up from the ABN?

Thanks Seven

Reply