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Manage super funds [Mobile]

How to manage super funds

Michelle avatar
Written by Michelle
Updated over 9 months ago

Your super contributions need to be paid to a specific super fund (e.g., Hostplus or Australian Super). You may even change funds over time. Rounded makes it easy to track super contributions made to specific funds.

Remember, if you are eligible and want to claim a tax deduction for your personal super contributions, you must first notify your fund that you intend to do so by completing a “Notice of Intent to Claim Form”.

Here’s some more info from the ATO (Link). Please ensure you talk to your financial adviser or accountant for qualified advice relating to your own personal circumstances

How to add a super fund via the Super contributions section

  1. Open the mobile app and log in

  2. Tap More

  3. Tap Super contributions

  4. Tap the three dots at the top right

  5. Tap Manage super funds

  6. Enter the super fund

  7. Tap Add

The super fund is added to the list

How to add a super fund ad hoc

When adding a super contribution directly or via bank feeds

  1. Tap New

  2. Enter the super fund

  3. Tap Save

The super fund is added to the list

How to edit a super fund

On the super contribution section

  1. Tap the three dots at the top right

  2. Tap Manage super funds

  3. Swipe left on the super fund to be edited

  4. Tap Edit

  5. Edit the super fund

  6. Tap Save

How to delete a super fund

On the super contribution section

  1. Tap the three dots at the top right

  2. Tap Manage super funds

  3. Swipe left on the super fund to be deleted

  4. Tap Delete

The super fund will be deleted without warning.

NOTES:

  • Tapping the delete icon will immediately remove the super fund from the list. Follow the steps to add super funds if a super fund is accidentally deleted.

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