How Do I Check If I Am Set Up For Super?

1. Set Up Your Super Funds

Before processing super in Lightning Payroll, you need to ensure that all required superannuation funds are set up in the system:

• If you need to set up an SMSF (Self Managed Super Fund), please follow these instructions.
• If you need to create any other type of super fund, please follow these instructions.

2. Connect a Super Fund to Each Employee

After the funds are set up, connect each employee to their chosen fund:

• Go to Employees > Super > Superannuation Fund.
• Click the green plus button to add the appropriate fund for the employee.
• Make sure the employee’s fund member number is entered correctly.
• If the employee only has one super fund, tick the Is Primary Fund? box. This ensures that all super contributions for that employee go to this fund.

For more details on the entire superannuation payment process, please see How Do I Pay Super in Lightning Payroll?.

3. Enter Your Company Bank Details

Finally, make sure your business bank account details are set:

• Go to Company > Bank Account.
• Add the bank account you’ll be using to pay super and select it from the Bank Account for Super dropdown.
• If your bank requires a Direct Entry/ABA User ID, please contact your bank to obtain it. For more information, please visit this FAQ entry.