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Jen651's avatar
Jen651
Contributing User
7 months ago
Solved

Editing SMSF bank details

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

2 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    7 months ago

    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

  • Jen651's avatar
    Jen651
    Contributing User
    7 months ago

    Thank you Doreen, your instructions solved my problem

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