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Set up Self-Managed Superfund (SMSF)(Australia)

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

This article shows you how to set up self-managed superfund.

Build 2021.117.400.6951 [21.117.0037] onward.

  1. Before setting up Self-Managed Superfund, please ensure that you have configured all the necessary settings in the Payroll Preferences and registered for SBR.
  2. Go to the screen Superannuation Funds (MPPP2152). In the Fund Type, select “Self-Managed Superfund”. Enter the necessary details for the SMSF. You can click on the “ATO Super Fund Register” hyperlink to look up super fund details.
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