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Amending super details

Joyce55
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Amending super details

An employee has a self managed super fund. I want to amend just the BSB and bank account details for that fund.  All other details are correct.  MYOB will not let me make this change.

I have called the helpline twice and been on hold each time for over an hour with the suggestions given not suitable. The third time I called I was on hold for 2hrs, then the line went dead.

I have been unable to resolve this issue. Has anyone else experienced the same problem with partially amending super fund details or have a resolution?

Many thanks for any help. 

4 REPLIES 4
Sam_R
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Re: Amending super details

Hi @Joyce55,

 

Thank you for your post. 

 

Once the SMSF details have been created and saved in your software, you will not be able to go back and edit this fund. Instead, you will need to add a new fund to your superannuation list with the updated details.

 

If you have any further queries, please do reach out. 

 

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

Kind regards,
Sam

MYOB Community Support

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Joyce55
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Re: Amending super details

Good Morning Sam

Thank you for your reply. However it does not solve the issue.

If it was that simple I would have resolved it myself. 

I cannot set up a new fund as the name and ABN are the same, only the BSB and A/C number need amending.

I have spent hours on hold to the MYOB helpline to no avail! The last time I was on hold for 2hrs and still did not get to speak to someone. 

I feel that I need to speak to a manager who can resolve this conflict within the MYOB software. 

Thank you.

 

 

Sam_R
MYOB Moderator
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Re: Amending super details

Hi @Joyce55,

 

Thanks for letting me know. 

 

Yes, the system will not allow you to create a new fund with the same name, however, if you edit the old fund name to something different, this should then allow you to create the new fund with the updated SMSF details. 

 

Do reach out if I can assist any further. 

Kind regards,
Sam

MYOB Community Support

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tbaalham
Experienced Cover User
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Re: Amending super details

Hi Joyce,

did you ever resolve this issue?


I had a similar problem, where the ESA changed for an SMSF.

 

The change needs to be made on the Super Portal itself.

 

https://help.myob.com/wiki/display/sp/Add+and+update+SMSF+details

 

Cheers...

troyb

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