Fund Details Explained (Superannuation Funds)

Brett Reed

Jan 13, 2024

958

🎯 Fund Details is the first section within the Superannuation Fund Master File and details the relevant information about the Super Fund which is used when creating a SuperStream Submission.

Active allows you to deactivate any Superannuation Funds which is no longer required.

🎯 Active cannot be deselected if there is one or more Payees or Transactions assigned to the Superannuation Fund.

Search Funds (ABN, Name or USI) enables you to use the Super Fund Look Up Database to locate the required Superannuation Fund

Australian Business Number (ABN) enables you to store the ABN for the Superannuation Fund.

Unique Superannuation Identifier (USI) enables you to store the USI for the Regulated Superannuation Fund.

Electronic Service Address (ESA) enables you to store the ESA for the Self-Managed Superannuation Fund.

Fund Name enables you to store the Fund Nane for the Superannuation Fund.

Product Name enables you to store the Product Nane for the Superannuation Fund.

Do not include in SuperStream File allows you to select if the Superannuation Fund needs to be included in SuperStream Manager.