self manage super fund reckon hosted

Options
prasanna
prasanna Member Posts: 79 Reckoner Reckoner

Hi

Can anyone answer the following question

i am using reckon hosted

1 Need to know where the list of fund

2 how to create SMSF (self manage super fund )

3 how to edit excising super fund

Thank you

Comments

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,064 Reckon Hall of Famer Reckon Hall of Famer

    WOW , where is your TAX AGENT???

    SMSF ,ONLY YOUR TAX AGENT SHOULD DO ? OR REGISTERED AUDITOR

    This is a highly risk area be careful.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • prasanna
    prasanna Member Posts: 79 Reckoner Reckoner

    Hi Cosmic ,

    i don't think you get what i was asking

    in Reckon we need to contribute to a self-manage superfund ( not going to crate a SMSF )

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    Hi @prasanna

    • All the payroll items including Super can be found in Payroll list. Follow the steps - Click on Lists - Payroll Items.
    image.png
    • To Create a new Super, click on Payroll Item - New - Select the Item Type and follow the process of creating a super item
    image.png
    • To Edit the existing item, Highlight the Item - Click on Payroll Item - Edit Payroll Item as in the above screenshot. Alternatively, you can right click on the Payroll Item and edit. Check the screenshot for your reference -
    image.png

    I hope this helps, please feel free to reach out for any concerns/issues. Thank you!

    Regards

    Tanvi

  • prasanna
    prasanna Member Posts: 79 Reckoner Reckoner

    Hi TANVI

    you are a legend

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,064 Reckon Hall of Famer Reckon Hall of Famer

    YES SMSF is a separate entity and has its own TFN and so a separate entity . And needs to be audited.

    I Would 1st consult your Tax agents or auditors , it will be cash entry and and plus any investment property income.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,031 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @cosmic I think Prasanna is meaning they (as the employer) have an employee with a SMSF that they need to pay the employee’s SG super into 😁

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)