The Preferred Superannuation Fund Section

Overview

You can use the Preferred Superannuation Fund section to either update an existing Superannuation fund or switch to a new Superannuation fund.

Availability

Available On:

✓ Free

✓ Standard

✓ Premium

Requires:

HeroPay

Updating an Existing Fund

  1. Click the General Settings menu.
  2. Click the Company Settings sub-menu.
  3. Click the Preferred Super Fund button.
  4. Click the Update Existing Fund button.
    Super_1.jpg

  5. Complete the following fields:
    • Fund name.
    • Product identification.
    • Funds contact number.
    • Website.
    Super_2.jpg

  6. Click the Save button.
    Helpful Tip: You will now see a success banner as confirmation; the system has saved your changes.
    Super_3.jpg

Switch to a New Fund

  1. Click the General Settings menu.
  2. Click the Company Settings sub-menu.
  3. Click the Preferred Super Fund button.
  4. Click the Switch to New Fund button.
    Super_1.jpg

  5. Click the Continue button.
    Super_4.jpg

  6. Complete the following fields:
    • Fund name;
    • Product identification;
    • Funds contact number;
    • Website.
    Super_5.jpg

  7. Click the Save button.
    Helpful Tip: You will now see a success banner as confirmation; the system has saved your changes.
    Super_6.jpg
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