Forum Discussion

SSHARP's avatar
SSHARP
Member
2 years ago

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...
confused_12's avatar
confused_12
Member
2 years ago

How did you do it?

Doreen_P's avatar
Doreen_P
MYOB Moderator
2 years ago

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

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