How to export list of super funds

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Experienced Cover User LouiseBWM
17 Posts
Experienced Cover User
Australia
Experienced Cover User

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How to export list of super funds

I need to export a list of our superannuation funds from MYOB (including several SMSFs). I can see the list under Lists, but there's no option to export (or even to print), and I can't see it in the Export options.

 

How do I do this please? I need it by tomorrow.  :-(

AccountRight Plus AU 2019.3.0

 

- Louise

 

 

3 REPLIES 3
Ultimate Partner IanChait
1,035 Posts
Ultimate Partner
Australia
Ultimate Partner

1,035Posts

747Kudos

189Solutions

Accepted Solution Solved

Re: How to export list of super funds

HI @LouiseBWM 

 

Export the Employee Cards to Excel, selecting only the Superannuation Fund name field, and then curate in Excel.

File>>Import/Export Assistant


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Experienced Cover User LouiseBWM
17 Posts
Experienced Cover User
Australia
Experienced Cover User

17Posts

2Kudos

1Solutions

Re: How to export list of super funds

Thanks, it's a start. But I also need the SPIN/USI for each, which isn't on the Employee record. Frustratingly, I can't even find a plain list on any government site either.

 

Ultimate Partner IanChait
1,035 Posts
Ultimate Partner
Australia
Ultimate Partner

1,035Posts

747Kudos

189Solutions

Re: How to export list of super funds

Hi @LouiseBWM 

 

This might help

 

https://superfundlookup.gov.au/Tools/DownloadUsiList

 

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

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