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Home >> Frequently Asked Questions >> How Do I Edit A Super Funds' Details?

How Do I Edit A Super Funds' Details?

 

If you need to update a super fund as they have provided a new ABN or USI, you should follow the process to Add A New Super Fund, rather than editing an existing super fund, as you want to have an accurate record of the funds and accounts you've sent messages and money to previously. 

Super funds will not provide you with their up to date bank account details, but rather their current USI (and ABN), which will bring forth their current banking details through the SuperStream network.

Please note that Self Managed Super Funds (SMSF) are treated differently to traditional super funds, and their details can be edited by going to Settings >> Super Fund Providers in the program, and clicking Edit Provider to the right of the line the SMSF is listed in.

Created: 2019-05-14 23:23:41

Last Edited: 2020-05-20 14:46:47


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