Edit super fund USI and ABN

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Edit super fund USI and ABN

I need to change a USI and ABN for a super fund I have already setup as the fund has merged with another super fund.

I go to Lists - Superannuation Funds and click the zoom arrow to open the fund to make the changes but it won't let me edit the information, it is greyed out.

If I create a new super fund I can choose this super fund from the drop down menu and it has the new details in it, but can't save it as I already have a super fund with that name (the one I'm trying to edit details for). 

Help please as I need to process July payroll today.

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Re: Edit super fund USI and ABN

Hi @GillB

 

Thank you for your post. Can I please confirm if this is for a self managed super fund ? If so, self-managed funds can't be edited. Instead, you'll need to create a new self-managed fund with the updated details and assign it to the applicable employees. You'll need to enter a different name in the Name field to the one use previously to be able to save the new fund.

 

Please do let me know how you go. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Melisa

MYOB Community Support

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Re: Edit super fund USI and ABN

Hi,

 

I have the same issue. It is not changing a self-managed fund but the USI of an existing APRA super fund.

 

Are there any clues in making this happen.

 

Thanks

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Accepted Solution Solved

Re: Edit super fund USI and ABN

Hi, I have been told that if the fund is not a SMSF the ATO will update the details and it will flow through to MYOB. 

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Re: Edit super fund USI and ABN

Hi,

 

Do you know when it will flow through as I just checked and I am still getting an error when I try to record a Super payment.  It is a number of employees all with the same super fund. Message is contact MYOB support . There should be another way to change the USI for a super fund.

 

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Re: Edit super fund USI and ABN

Hi,

 

I just checked and it is still showing old details. Help desk (through Live Chat) said a USI and ABN can't be changed in MYOB, only the ATO can do it, and once they have it will flow through to MYOB.

 

However, if I create a new super fund and select the same super fund I know needs updating, the new details are there. So now I am not convinced ..... I am not sure what else to do as the help page says "A super fund can only be deleted if it hasn't had a payment made to it'' so I am assuming I can't delete the fund with the old details and create a new fund with the correct details?

 

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Re: Edit super fund USI and ABN

Hi GillB

 

I apprecaite your reply. I spent 3 hours in the quesue yesterday waiting to talk to MYOB regarding this . I might try again today and see if I can get a soulution.

 

Hopefully a solution can be found soon.

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Re: Edit super fund USI and ABN

Hi,

 

I have a similar problem trying to change the super fund USI and ABN. Mine is not a SMSF, but a take over of fund by another fund. I can change the USI, but MYOB will not let me change the ABN. I need to submit payment but cant.

Any advice.

Thanks

Sue

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Re: Edit super fund USI and ABN

Currently on hold with MYOB waiting to speak to a superannuation expert - will let you know the outcome

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Re: Edit super fund USI and ABN

Hi GillB ,

 

that would be very mush appreciated if you could post the outcome !!!

 

Thanks again

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