cancel
Showing results for 
Search instead for 
Did you mean: 
Adriandawet
Level 1

Paying into a Self Managed Super Fund

Just wondering why you are prompted to put in a Member Number on a SMSF? How do you get round this given it's not a member fund?

3 Comments 3
IntuitAika
Intuit

Paying into a Self Managed Super Fund

Hi Adriandawet,

 

Thanks for posting in the Community! You will be prompted to enter a member number on SMSF if you've selected Regulated option in Super funds option. Let me share with you the steps on how to add your employee's self-managed super fund details.

 

  1. Go to Employees or Payroll tab.
  2. Select an employee.
  3. On the left-hand side, select Super Funds.
  4. Select Self Managed tab.
  5. Enter employee's super fund details and then select OK.

 

For more information, you can also check this article: Setting up Super Payments with Beam in QuickBooks Online.

 

Feel free to drop a comment below if you have any other questions. Have a great day! 

Adriandawet
Level 1

Paying into a Self Managed Super Fund

It's all set up correctly using the SMSF Tab and has the SMSF Product Code and the ABN and the ESA.

IntuitSheila
Level 8

Paying into a Self Managed Super Fund

Hi Adriandawet,

 

Thanks for getting back to us. The above steps provided by my colleague is the way to set up Self Managed Super Funds (SMSF). If this is your first time processing the SMSF, you can enter the numeric number 1 on the member field. That should let you save or go through the set up. 

 

If you need more help with setting up SMSF, I would recommend contacting our Customer care Team. That way, one of your support care agent can check your super fund settings and ask your details in a secure form.

 

Click on the Help menu in QuickBooks and click on Contact Us. Or use this link to contact our Customer Care Team: https://quickbooks.intuit.com/learn-support/en-au/contact

 

Keep me posted if you have other QuickBooks concerns or questions. I'll get back to help you the best that I can.