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.l.

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 your agent entity.
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 the organisation details
   • Review the guidance
   • Complete the declaration as a BAS or Tax agent
5. Then, on the next screen, select BAS Agent or Tax agent:

• • If you are a BAS agent, enter your registered agent number (RAN)
  • If you are a TAX agent, enter your tax agent number (TAN)
  • Enter the ABN or your BAS or Tax agent entity

One that's done, click Check ATO Connection. If the connection was successful, you'll see a big green tick! Once done, automated super stapling and TFN declarations will be active for your organisation.