Introduction

Stapled super funds are super funds that are stapled, or linked, to an individual via MyGov. Stapled super funds were introduced by the ATO to minimise the number of unnecessary super accounts opened by individuals 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.

In addition to presenting the stapled fund to the employee during onboarding, Xonboard will automate your employer obligations in scenarios the employee does not nominate a choice in super.

Need to know before starting

Before you can set this up, you will need to have access to the businesses Access Manager portal. Access Manager is an ATO platform that enables businesses to manage staff permissions and link software. You will need one either the Principal authority or Authorisation administrator role in Relationship Authorisation Manager (RAM) to set this up.

How-To

Before commencing, you will need to obtain your unique software ID (SSID) from 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
   • Complete the declaration by clicking Agree & Declare
5. On the next screen, under Notify the ATO of a hosted service, take note of your unique Software ID (SSID).

Then, you'll need to add the software details into your 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. Enter your unique software ID (SSID).
7. Click Next, then click Save to complete the authorisation.

Once done, return to the Configure Superannuation page in Xonboard to complete the setup:

1. Open Step 2: Automated super stapling, then:
2. • Review the guidance
   • Complete the declaration by clicking Agree & Declare
3. On the next screen, click Check ATO Connection.

If the connection was successful, you'll see a big green tick! Once the setup is successful, automated super stapling will be enabled 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]