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Xero Payroll Settings – How to Add a Superannuation Fund

by | 26 Apr 2018 | Payroll

In this tutorial, you will learn how to add a superannuation fund in Xero payroll. To achieve this, we will set up a regulated super fund in Xero’s demo company.

Superannuation in Xero’s Payroll Settings

To add a superannuation fund, first go to the Superannuation tab of the payroll settings area:

  1. Go to Settings → Payroll in the main menu.
  2. Click on the Superannuation tab.

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How to Add a Superannuation Fund

If you are using the demo company, you should see a few super funds that have already been set up on the Superannuation tab. In the exercise, we will add a regulated superannuation fund. To do this, click on Add Superannuation Fund on the right-hand side of your screen.

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A pop-up box will appear allowing you to enter the details of the super fund. For this exercise, enter the following information:

  • Type: choose Regulated Superannuation Fund.
  • Name: type in First. Choose First Super from the list that appears.
  • Employee Number: type in 123456.
  • USI: this should already be populated.

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Click on the Add button when finished. You should now see First Super in the list of Superannuation funds.

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That’s all you need to do to add a super fund to the list in Xero payroll. To find out how to assign a super fund to an employee, please visit our guide on how to set up an employee in Xero payroll.

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