Self-Managed Super Fund Setup

Self-Managed Super Fund Setup


Self-Managed Super Fund (SMSF) details should be provided by the employee. 

If you would like to check that the SMSF is complying before entering it into CloudPayroll, please use the ATO Superfund Lookup. 

Entering the SMSF details

  1. Go to Superannuation > Manage Super Funds.

      2. Click Add on the right-hand side.
      3. Enter the ABN then click Continue.
      4. Fill all required fields before clicking Save.

Note: An ESA is a Electronic Service Address, which is a specific digital address required for a self-managed super fund. It acts as an electronic mailbox to receive employer contributions and rollover data through the government's SuperStream system. 

Once you have saved the details an email will be sent to our Helpdesk to check it is complying status and authorise. When the SMSF has been authorised, you will receive an email noting that it has been approved and is available to be assigned to the employees profile page. This authorisation email will be sent to the organisations Super Contact.