A core component of the onboarding process is providing the new Employee with a Superannuation Choice Form. This form allows the new Employee to nominate the Superannuation Fund where the Employer should pay their Superannuation contributions. 

If the new Employee nominates a Superannuation fund that has not been used before, this fund must first be added to the Xero Organisation.

An Employee may nominate between two distinctive types of Superannuation funds that require different fund details to be set up correctly:

Add a Regulated Superannuation Fund

1. Go to the Organisation Menu > Settings > Payroll Settings
2. Click on the [Superannuation] Tab
3. Click on [Add Superannuation Fund]
   
   è  The Add/Edit Superannuation Fund screen opens
   
   
   
   
4.  Select/Enter the following details:
   • Type > Select: Regulated Superannuation Fund
   • Name > Type either the Superfund name or USI and select the Superfund from the list
   • Employer Number > Leave blank
5. Click on [Add]

Add a Self Managed Superfund (SMSF)

1. Go to the Organisation Menu > Settings > Payroll Settings
2. Click on the [Superannuation] Tab
3. Click on [Add Superannuation Fund]
   
   è  The Add/Edit Superannuation Fund screen opens
   
   
   
4. Select/Enter the following details:
   • Type > Select: Self Managed Superannuation Fund
   • Name > Type the SMSF name
   • ABN > Type the SMSF ABN
   • Electronic Address > Type the ESA Alias (i.e. ClickSuper)
5. Click on [Add]

List of common ESA Aliases

Training Resources and References

ATO - Super and Employees

Monesmart - How super works