Update an employee's super fund

Change an employee's super fund and update their pay template for future or past pay runs.

Update super fund for future payments

  1. In the Payroll menu, select Employees.
  2. Click the employee's name to open their details.
  3. Select the Employment tab.

    Don't delete the employee’s existing membership.

  4. Under Superannuation Memberships, click Add a super membership.
  5. Select the employee's super from the Fund list.
  6. If it's not already set up, add a new regulated super fund or add a new self-managed super fund.
  7. Enter the Employee Number.

    Add the Employee Number.

  8. Click OK, then Save.
  9. Click the Pay Template tab.
  10. Under Superannuation Fund, click the name of the existing super fund.
  11. Select the new super fund and enter the details.
  12. Click OK, then Save.

Future pay runs will now make super payments to the employee’s new fund.

Update super fund for past payments

To update an employee's super membership for past payments in this financial year, as well as for future payments, overwrite their existing superannuation membership line with the new fund.

  1. In the Payroll menu, select Employees.
  2. Click the employee's name to open their details.
  3. Select the Employment tab.
  4. Under Superannuation Memberships, click the existing membership line.
  5. Under Fund, select the new fund.
  6. Enter the Employee Number.
  7. Click OK, then Save.
  8. Run a Superannuation Accrual report to check the employee's details have retrospectively updated.

    Accrual totals in the Superannuation Accrual report.

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