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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...
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
