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How well do you Xero – Have you taken advantage of Xero automated super and do you know how to update the details?

Let’s face it – Superstream is old news… but are you compliant?  You should be aware by now that simply sending a payment to your employees’ superfund is not sufficient anymore.

As per our previous articles “Superstream deadline” , from 30 June 2016 you have two options:

  1. Using ATO clearing house (if you have 19 employees or less)
  2. Take advantage of your software features.

If you are on a Xero Premium5 business plan, you can get your super organised in these easy steps:


  • In the Payroll menu, select Superannuation.

  • Click Get Started, or if you already have auto super, click Update Registration in the banner.
  • Check your ABN and Legal/Trading Name are correct. Then click Next.
  • Select an authoriser and enter their name, phone, and email. Then click Next.
  • Select the bank account you will use to make direct debit payments for super for your employees. Then click Next.
  • Review the terms and conditions
  • Select the confirmation checkbox to agree to them.
  • Click Register. Congratulations, you’ve finished registering for auto super.



a/ Create a new payment batch
  1. In the Payroll menu, select Superannuation.
  2. Click Add Super Payment.
  3. From the payment details page, choose the lines to pay from the list of posted pay runs.

You can filter this list by employee, super fund, employee group or payment due date by clicking on the column headings.

  1. Once you’ve selected your accruals for inclusion in this batch, click Submit for Approval.

You will be redirected to the superannuation home screen where the batch will appear as ‘Pending authorisation’.

Your nominated authoriser will receive a text from Xero with the authorisation code, which is valid for 24 hours. We’ll also send an email letting them know we sent an SMS.

b/ Authorise payment batch

If you’ve received an SMS with a code to approve a super payment batch:

  1. In the Payroll menu, select Superannuation.
  2. Click on the batch which shows as ‘Pending Approval’.
  3. Review the list of payments included in the batch.
    • If you notice anything amiss, you can delete the payment.
    • If everything looks good, click Approve & Submit, then enter the authorisation code you received in the SMS.

Once you’ve authorised the payment batch, it will appear as ‘Awaiting Processing’.

The payment details are then sent off to our third party superannuation clearing house. They will direct debit the authorised bank account the total amount payable from your batch and distribute to your employees’ super funds.

Reminder: Allow 3-5 days for processing so always process your super payments by the 24th after the end of quarter latest. 


We noticed that some of our clients had issues with changing the fund’s details retrospectively.

If you want all the unprocessed super payments go to employee’s new fund, you need to overwrite their existing superannuation membership line with the new fund name and employee number, then run a Superannuation Accruals report.

  1. In the Payroll menu, select Employees.
  2. Click the employee’s name to open their details.
  3. Select the Employment tab.
  4. Under Superannuation Memberships, click the existing membership line. (Do not add a new fund, simply overwrite what’s already there)
  5. Under Fund, select the new fund.
  6. Enter the Employee Number.
  7. Click OK, then Save.
  8. Run a Superannuation Accrual report to check the employees’ details have retrospectively updated.


If you need a hand with any of the above don’t hesitate to give us a call on 07 3160 7386.

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