Forum Discussion

qualiTelectrics's avatar
2 days ago

Unable to select a new super fund name

An existing employee has had their existing super fund transfer through a 'Successor Fund Transfer' (SFT). 

However I could not find the new super fund name on the drop-down list in 'Create Superannuation Fund'?

  • Fund name - National Mutual Retirement Fund (NMRF)
  • Fund USI / ABN - 76746741299111 - 76746741299

There is also no option to search via 'Fund USI / ABN' to perhaps resolve this issue?

How do I pay this super payment via MYOB please?

 

4 Replies

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 days ago

    Hi qualiTelectrics,

     

    Thanks for reaching out. When you’re creating the fund, you can search using the USI/ABN. Once you click into the Registered name field, the SPIN/USI field should open up so you can enter the USI number there. That should bring up Personal Super and Rollover Plan / SuperSelect. The name is still showing under the old fund name at the moment, but this has already been raised with our developers.

     

    You can still use that old fund name, the main thing is that you’ve got the correct USI/SPIN linked to it. For more info on creating a super fund, you can also check out this link.

     

    Cheers,

    Princess

  • Hi Princess,

     

    Thanks for the reply, appreciate your assistance.

    I followed your instructions, unfortunately the fields do not open up to enter the correct USI number as you have suggested (I can send a screenshot if required), is there any other way to enact this update?

    Also how long does it normally take for the developers to make the required update, as the July super payment must be made?

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    1 day ago

    Hi qualiTelectrics,

     

    Thanks for checking that. When creating the super fund in the file, once you select Personal Super and Rollover Plan / SuperSelect, the fund details should auto-populate for you with:

     

    • SPIN/USI: 76746741299111
    • ABN: 76746741299

     

    So there shouldn’t be any need to enter those manually. If it’s still not letting you use the fund with that correct SPIN/USI and ABN, it’d be best to reach out to our support team via the Contact Us page so they can check your current fund setup. As for the update itself, there haven’t been any timeframe updates from our dev team just yet.

     

    Cheers,

    Doreen

  • Hi Doreen / Princess,

     

    I now get what you are saying to use "Personal Super and Rollover Plan / SuperSelect" and not NMRF as a registered name.

    All done and processed, thanks for your guidance.

     

    Have a great day and thanks again!!!!!