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  • Superfund administration accounts

    The following accounts are available for your superfund clients:

    • Superannuation
    • Unique superannuation identifier (USI)
    • Unclaimed superannuation money.

    To view:

    • select a client
    • select Accounts and payments then Super administration accounts to display      
      • Role name
      • Balance
      • Download
      • Account type – use the drop down
      • Payment plan – link to an existing payment plan.
       
    • select role name to view a list of transactions, then      
      • select the Payment plan link if there is an existing payment plan.
      • Filter and sort by Processed date or Effective date and the date range.
       
    • select Print friendly version to print or save in HTML or CSV.

    Note: The date range filters are limited to returning a maximum of 10,000 transactions.

      Last modified: 24 Jun 2019QC 54079