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David187's avatar
David187
Contributing User
2 years ago

changing ac details in SMSF

I have a staff member currently set up with a SMSF and they advised me that the account details have changed. I cannot seem to edit the existing fund details in MYOB. any ideas?

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  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    2 years ago

    Hi David187 


    Existing SMSF's cannot be edited. In order to change the fund details, set up the SMSF fund again and assign it to the employee card. Follow the steps given below: 

    1. Create a New SMSF in Lists>Superannuation Funds.
    You will get a warning about the name existing, just add a number or letter to the end of the name.

    2. Assign this new Super Fund to the Employee Card: Payroll Details>Superannuation.