Note: WageEasy now supports recording and submitting SMSF bank details as part of the SAFF contributions file sent to your super clearing house.
A new SMSF Bank Details section has been added to Superannuation Fund Details, Bank tab. It appears only when an ESA Alias is populated against the fund (the field that identifies it as an SMSF). You'll need to provide the Name, Account Name, BSB, Account Number, and Reference Number — these follow the same validation rules as the existing bank details fields.
Click Setup.
Scroll down to Superannuation Funds.
Click Add.
Add the new Superfund details in the General tab with the information provided by the employee. Ensure you have the following compulsory fields:
Fund ABN, Unique Super Id, ESA Alias (Electronic service address) as a minimum.
When adding the ESA Alias Bank information on the General tab, this generates the additional area for the SMSF Bank Details required for the SAFF.
The Delivery method tab is the same as your other Super funds.
Then go to the Employee's profile.
Scroll down and select Payments.
Click Superannuation.
Remove the existing fund if applicable by highlighting and select Delete.
Then select Add and pick up the new SMSF, this will automatically default to the Employer Compulsory (Award) as the Contribution Type.
Click Ok to save.