Forum Discussion

Ggastro's avatar
Ggastro
Experienced Cover User
5 years ago
Solved

Change ESA for SMSF

Employee has an SMSF and they advise that their administrator has requested a change of ESA to suit their software. I am aware that I cannot edit a SMSF. I tried to input the SMS in lists but as so...
  • Komal_S's avatar
    5 years ago

    Hi  Ggastro 

     

    When you create a new SMSF, please change the "Name" field by adding a number or letter at the end of the fund's name. On doing this, the fund would be recognised as a different fund and not one that is already saved in the system. Please ensure that you change the "Name" field and not "Registered Name" as Registered Name should automatically fill up when you enter the fund's ABN. 

     

     

    Feel free to reach out if you need further assistance.