This guide explains how to set up super funds in Real Estate Manager and assign them to employees.

Step 1: Check Existing Super Funds

Before adding a new super fund, check if it already exists in the system.

1. Go to Contacts
2. Click Advanced Search
3. Select the categories:
   • Super Funds
   • Self Managed Super Funds (SMSF)
4. Click OK

Step 2: Review or Edit a Super Fund

1. Click on a super fund to open it
2. Confirm the required details are correctly entered (see below)

If the super fund is not listed, you will need to create a new contact.

Step 3: Add or Update Super Fund Details

For Standard Super Funds

Ensure the following is completed:

• USI (Unique Superannuation Identifier) is entered
• Category is set to Super Fund

If you don’t know the USI, use an official Super Fund USI lookup tool  https://superfundlookup.gov.au/to find it before entering.

For Self Managed Super Funds (SMSF)

Ensure the following details are entered:

• ABN (Australian Business Number)
• ESA (Electronic Service Address)
• Category is set to Self Managed Super Fund (SMSF)
• Bank account details are entered under the Accounts tab
  

Step 4: Allocate a Super Fund to an Employee

Once the super fund has been set up:

1. Go to Staff
2. Open the relevant Employee Card
3. Navigate to:
   • Entitlements
   • Superannuation
4. Select and assign the appropriate super fund to the employee
   

Tips & Best Practice

• Always verify details (USI, ABN, ESA) before saving
• Ensure the correct category is applied, otherwise the fund may not appear for selection