Changing the ESA on a SMSF
An employee has an SMSF and asked me to change the ESA in AccountRight. I realise you can't edit the current SMSF so I have tried to create a new one. I have slighlty changed the NAME so that MYOB ...
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How did you do it?
Hi, confused_12
Thanks for your post, and welcome to the MYOB Community Forum.
We truly appreciate your patience and understanding regarding the issue.
When changing the ESA for a Self-Managed Super Fund, you may need to create a new Self-Managed Super Fund as the existing fund within the system will not allow you to change the ESA. To do this, go to Lists > Select Superannuation Fund > Click New and fill out the necessary details. Also, please make sure that the Type is set to Self-Managed. You may also check The Help Article: Set up superannuation funds for further information.
Please let us know if you require any further assistance with this. We are happy to assist.
Best regards,
Doreen