Introduction

Stapled super funds are super funds that are linked, or stapled, to an individual via MyGov. They can follow an employee from job to job and provide a compliant solution to employers requiring a valid superannuation account to pay their employees contributions into.

Xonboard can request an employees stapled super fund on behalf of your client. When enabled, their employees will be able to request details of their existing stapled fund, directly from the onboarding experience.

To set this up, you'll need to enter our software details to your agent 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 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.