Hi,
How do I update a SMSF bank details.
I can't edit an employee's SMSF bank details - through lists
I tried deleting SMSF but could not, and I can't reset it up as there is only a SMSF with the same ABN.
Any help will be appreciated
Jen651
Hey @Jen651,
While you can’t edit an existing self-managed fund, you’ll need to create a brand new fund with the updated bank details. To get it up and running, simply assign it to the right employee. When naming the fund, make sure to pop in a unique name that’s different from the one you used before, otherwise, it won’t let you save it. You can check this link for more info.
Cheers,
Doreen
Thank you Doreen, your instructions solved my problem
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