Hi, have a new employee that has a Self managed super fund. How do you load their details onto the reckon hosted system. They have provided Fund Name, ESA but no fund number just BSB & Account Number. Never had one of these before. Thanks
No need to be concerned about this. You use exactly the same process that you would for any public offer fund, e.g. AustralianSuper.
On the employees remuneration tab follow the prompts and make sure you select SMSF rather than APRA (pubic offer).
Note that when you go to set up the SMSF in your clearing house, they will probably want the ABN for the fund as well as the information you have already received
Thanks Bruce, was just concerned that Reckon prompted for Member Number when I don't have one.
if required use the member’s name
Check out the latest important info & announcements for Reckon Accounts Hosted
Each Reckon software has its own dedicated category on the Community. Click below to browse all categories.
