Changing the ESA on a SMSF

[SSHARP]

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 thinks it's new fund which works until you put the ABN then it auto-populates the SMSF name and overrides what I have written. 

Long story short it won't let me create a new SMSF for this person.

EDIT - this has now been resolved

[confused_12]

How did you do it?

[Doreen_P]

Hi, @SSHARP 

Thanks for your post, and welcome to the MYOB Community Forum.

Sorry for the delay in response.

We are glad to hear that the issue has been resolved. Please feel free to post again if you require any further assistance with your concerns. We are happy to assist.

Best regards,

Doreen

[Doreen_P]

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