Loading SMSF on Reckon Hosted

CLEMJ01
CLEMJ01 Member Posts: 2 Novice Member Novice Member
in Accounts Hosted

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

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  • Bruce
    Bruce Member Posts: 447 Professional Partner Professional Partner

    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

  • CLEMJ01
    CLEMJ01 Member Posts: 2 Novice Member Novice Member

    Thanks Bruce, was just concerned that Reckon prompted for Member Number when I don't have one.

  • Bruce
    Bruce Member Posts: 447 Professional Partner Professional Partner

    if required use the member’s name

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