Forum Discussion

TonyDobbo's avatar
TonyDobbo
Experienced Cover User
2 months ago

Edit Superannuation Details

Dear MYOB Support

 

I am trying to edit bank details on an SMSF set up in MYOB

 

Going to Payroll Setteings, then selecting the superannuation fund

 

The SMSF is greyed out and no option to edit?

 

What am I doing wrong?

 

Can someone please help?

 

regards

Tony

 

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi TonyDobbo,

     

    Thanks for your post.

     

    If you're having issues editing an existing SMSF in your file, you can create a new one with the updated bank details and then make sure to add a word at the name of the fund to avoid confusion such as 'New' for you to be able to identify which fund to use and link to your employees card file. To do this, you can check the Help Article: Set up superannuation funds for more information.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen