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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 t...
  • Doreen_P's avatar
    Doreen_P
    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

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

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