Once you’ve set up Pay Super, it’s a good idea to check you have all the required information recorded for your employees and their super funds. This ensures your super payments will go to the right funds without any delays.
Check your super fund list
First, make sure you've set a default super fund for your business. Then, check that each of your employee's super funds is set up and contains correct details.
Click the settings menu (⚙️) and choose Payroll settings.
Click the Superannuation funds tab.
Click to open a fund you want to pay using Pay Super. If the fund is missing, you'll need to set it up.
Make sure the option Pay using Pay Super is selected.
If the fund doesn't have a Fund name chosen, choose one from the list. Which funds are supported?
For self-managed super funds (SMSF), if any details are missing or incorrect, you'll need to create a new SMSF with the updated details.
If the super fund has provided you with an Employer membership no., enter it. This is a unique identification number provided by the fund after registering employees with them. Check our list of super funds to see which ones require an Employer membership no.
Click Save.
Repeat these steps to check the details of each super fund you'll be paying.
Check your employee details
There is some mandatory information required for each employee to be able to pay their super. You can send a request to each employee to confirm their own details so they can update anything that’s changed or submit any missing details.
Or you can check these details yourself:
Go to the Payroll menu and choose Employees.
Click an employee to open their details.
In the Contact details tab, make sure the following fields are complete:
First name
Surname or family name
Address (including Suburb, State, Postcode and Country). Make sure the State and Country are selected from the dropdown lists and not typed in.
at least one Phone number
Click the Payroll details tab > Employment details tab and make sure the following details are complete:
Date of Birth
Gender
Employment basis
In the Superannuation tab, make sure the following details are correct:
Superannuation fund
Employee membership number. If the employee doesn't have a membership number, contact their nominated super fund who will advise what to enter here.
In the Taxes tab, make sure a Tax File Number is entered.
Click Save.
Repeat these steps for each employee being paid super.
What's next?
Once you've checked your super fund and employee setup, you're ready to make superannuation payments.
AccountRight Plus and Premier only
Once you’ve set up Pay Super, it’s a good idea to check you have all the required information recorded for your employees and their super funds. This ensures your super payments will go to the right funds without any delays.
Check your super fund list
First, make sure you've set a default super fund for your business. Then, check that each of your employee's super funds is set up and contains correct details.
Go to the Lists menu and choose Superannuation Funds to open the Superannuation Fund List.
Select a fund you want to pay using Pay Super and click Edit to view the fund details.
Make sure the option Pay directly from AccountRight is selected.
If the fund doesn't have a Registered Name selected, select one from the list. Which funds are supported?
For self-managed super funds (SMSF), if any details are missing or incorrect, you'll need to create a new SMSF with the updated details.
If the super fund has provided you with an employer membership number, enter it in the Employer Membership No field. This is the unique identification number provided by the fund after registering employees with them. Check our list of super funds to see which ones require an Employer Membership Number.
Click OK.
Repeat these steps to check the details of each super fund you'll be paying.
Check your employee details
Go to the Card File command centre and click Cards List. The Cards List window appears.
Select an employee from the list and click Edit. The Card Information window appears.
In the Profile tab, select Individual from the Designation drop-down list. Make sure the following fields are also complete:
Last Name
First Name
Address (including City, State, Postcode and Country). Make sure the State and Country are selected from the dropdown lists and not typed in.
at least one Phone Number.
In the Payroll Details tab, make sure the following fields are complete:
In the Personal Details section: Date of Birth and Gender.
In the Superannuation section: Superannuation Fund and Employee Membership Number. If the employee doesn't have a membership number, contact their nominated super fund who will advise what to enter here.
In the Taxes section: Tax File Number.
Repeat these steps for each employee.
What's next?
Once you've checked your super fund and employee setup, you're ready to make superannuation payments.