Introduction

Stapled super funds are super funds that are stapled, or linked, to an individual via MyGov. The aim of stapled funds is to minimise the number of new super accounts opened by employees when they change jobs.

Xonboard can automate the process of requesting an employee's stapled super fund. Once enabled, employees completing an onboarding session will be presented with their stapled super fund alongside the standard super choice form.

To set this up, you'll need to enter our software details to your business ATO Access Manager portal.

How-To

First, you'll need to enter our software details into the ATO Access Manager portal. To do this:

1. Login to ATO Access Manager using your myID.
2. Select a business entity: If you have multiple business entities, select the business entity you'd like to setup super stapling for.
3. Under My hosted software services, click Notify the ATO of a hosted service.
4. Search for the following provider details:
5. • Provider name: SuperAPI.com.au
   • Provider ABN: 67 674 661 244
6. Add the software ID (SSID): 8221758777
7. Click Next, then click Save to complete the authorisation.

Once done, there is one last step you'll need to setup back in Xonboard:

1. Log into Xonboard and navigate to the relevant organisation on your dashboard.
2. Click the Settings menu, then click Configure Superannuation.
3. Open Step 2: Automated super stapling, then:
4. • Review your organisation details
   • Review the guidance
   • Complete the declaration
5. Then, on the next screen, click Check ATO Connection.

If the connection was successful, you'll see a big green tick! Once done, automated super stapling will be active for your organisation.

What's next?

Once you've established the connection with the ATO, jump into the Onboard employees screen to invite your first employee to onboard 🚀

Questions?

For further questions, reach out to our team at [email protected]