This activity enables you to record the superannuation fund details for Australia statutory unit. You can retrieve the existing superannuation fund details. You can search and access the history of funds with the effective dates. You can specify the employer default as “Yes” or “No” for the funds. You can also modify the details specified earlier.
Through this activity, you will be able to do the following:
To record a new superannuation fund details, select Statutory → Australia Statutory Master Setup → Superannuation Fund Master from the Business Process menu.
Click the Add New Fund hyperlink in the Select Superannuation Fund screen. The Superannuation Fund Master screen appears.
Choose option from the Australia Statutory Setup Unit combo to record a new superannuation fund details.
In the Access History section, choose the Effective Period combo to access the history with the effective dates.
In the Superannuation Fund Details section, enter the Fund Code for which the superannuation fund detail has to be defined.
Enter the Fund Name for which the superannuation fund detail has to be defined.
Enter the unique business number as specified by the Australian Government, in Australian Business Number for identifying the fund name.
Enter the address details of the fund administrator in Address1, Address2 and Address3 fields.
Enter the name of the city or town in the City/Town textbox where the fund administrator is located.
Choose an option from State combo for capturing the location details of the fund administrator. The system list all state names as defined in the State Master.
Enter the Post Code for the selected state.
Enter the Phone number and Website details of the fund administrator.
Enter Product Identification Number of the superannuation fund if applicable.
Enter the Bank Name and Account Number of the fund administrator.
Enter the BSB (Bank State Branch) Number for recording the superannuation fund details.
Choose an option from Employer Default combo for recording the superannuation fund details. The option are “No”, “Yes” and “Select”. The option “Yes” indicates that the employer defined the superannuation fund for the employee. The option “No” indicates that the employee defined the superannuation fund details.
In the Modification Details section, choose Update option from Modification Option combo to save the details with the current effective date.
Enter the New Effective From date to validate the records.
Enter relevant Remarks that pertain to the superannuation fund.
Click the Submit to save the superannuation fund details.
To edit the superannuation fund details, select Statutory → Australia Statutory Master Setup → Superannuation Fund Master from the Business Process menu.
Click the Data Hyperlink Fund Name in the Select Superannuation Fund screen. The Superannuation Fund Master screen appears.
Choose option from the Australia Statutory Setup Unit combo to modify the existing superannuation fund details.
In the Search Criteria, Choose an option from Fund Code Name combo and click Get Details.
The system retrieves and displays entire details of the Superannuation Fund. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.
In the Modification Details section, choose Correct option from Modification Option combo to save the modified details with the current effective date.
Enter relevant Remarks that pertain to the superannuation fund details.
Click the Submit to save the modified superannuation fund details.
Click the Delete to delete the selected superannuation fund details.
|
Field Name |
Description |
Type |
Editable |
Field Length |
Mandatory |
Remarks |
|
Australia Statutory Setup Unit |
Choose the Australia Statutory Setup Unit for which the superannuation fund has to be defined. |
Combo |
Yes |
40 |
Yes |
Corresponding OU names are loaded in the Australia Statutory Setup Unit combo based on the login OU. |
|
Search Criteria section |
||||||
|
Fund Code Name |
The option that indicates the fund code name for recording the superannuation fund details. |
Combo |
No |
40 |
No |
Superannuation fund codes and names defined through the Superannuation Fund Master activity are listed as options. |
|
Access History |
||||||
|
Effective Period |
The option that indicates the effective period for the selected superannuation fund. The combo displays the latest values by default. |
Combo |
No |
40 |
No |
Use the drop-down values to view previous ‘history data’. |
|
Superannuation Fund Details section |
||||||
|
Fund Code |
The unique code of the superannuation fund. |
Textbox |
Yes |
40 |
Yes |
|
|
Fund Name |
The name of the fund which is to be recorded. |
Textbox |
Yes |
40 |
Yes |
|
|
Australian Business Number |
The unique business number defined for the fund by Australian government. |
Textbox |
Yes |
40 |
Yes |
|
|
Address 1 |
The first line address of the fund administrator. |
Textbox |
Yes |
40 |
Yes |
|
|
Address 2 |
The second line address of the fund administrator. |
Textbox |
Yes |
40 |
Yes |
|
|
Address 3 |
The third line address of the fund administrator. |
Textbox |
Yes |
40 |
Yes |
|
|
City/Town |
The city/town name to which the fund administrator is located. |
Textbox |
Yes |
40 |
Yes |
|
|
State |
Choose the state name to which the fund administrator is located. |
Combo |
Yes |
40 |
Yes |
The states defined through the State Master are listed as options. |
|
Postcode |
The postal code for the state. |
Textbox |
Yes |
40 |
Yes |
|
|
Phone |
The Phone number of the fund administrator, |
Textbox |
Yes |
40 |
No |
|
|
Website |
The unique website address of the fund administrator. |
Textbox |
Yes |
40 |
No |
|
|
Product Identification Number(if applicable) |
The unique product identification number of the fund. |
Textbox |
Yes |
40 |
No |
|
|
Bank Name |
The bank name of the fund administrator. |
Textbox |
Yes |
40 |
No |
|
|
Account Number |
The account number of the fund administrator. |
Textbox |
Yes |
40 |
No |
|
|
BSB Number |
The unique BSB (Bank State Branch) defined for the fund. |
Textbox |
Yes |
40 |
No |
|
|
Employer Default |
Choose the option that indicates the employer choice for the fund. |
Combo |
Yes |
40 |
|
The option ‘Y’ indicates that the fund is offered as a default choice to the employee by the employer. The option ‘N’ indicates that the fund not a default choice to the employee |
|
Modification Details section |
||||||
|
Modification Option |
Choose the action that you want to perform. The options are Correct and Update. |
Combo |
Yes |
10 |
Yes |
If you choose Update then the system closes the existing details. You should mandatorily enter the New Effective date from which the details will become effective. |
|
New Effective From |
The new effective date of updated records from when the entries become valid. |
Textbox |
Yes |
10 |
Yes |
|
|
Remarks |
Any remarks or additional modification information regarding the superannuation fund details. |
Text Area |
Yes |
250 |
No |
|