General Functionality of Practical Systems Super

• Fund Setup Guide
• Practical Systems Super Functions
• Who can use Practical Systems Super?

Information required

• Essential information required for Fund setup
• Optional Information for Fund setup

Fund Setup

• Fund Summary
• Fund Details
• Fund Trustees
• Fund Relationships
• Fund Opening Balances
• Fund Historical Returns

See all 7 articles

Members

• Member Details
• Members Contributions
• Member Accounts
• Member Pensions
• Member Insurance Policies
• Member Benefit Nominations

See all 7 articles

Accounting

• Actuarial Certificates
• Transactions
• Chart of Accounts

Investments

• About Investments
• Investment Listing
• Add or Edit Investments
• Delete Investments
• Investment Transactions

Reports

• Report Types
• Report Selection
• Reports Preview
• Report Pack

Documents

• About Documents

Contacts

• Contact List
• Contact Details

Messages

• About Messaging

Accessing Group Functions

• Group Menu

Funds

• Funds List
• Add a Fund
• Delete a Fund

Users

• User List
• User Roles
• User Access Rights

Chart Templates

• About Chart Templates
• Chart Template Listing
• Add Chart Template
• Changing Chart Templates
• Delete a Chart Template

Documents

• About Documents - Group

Fees

• About Fees - Group

Setup

• Contacts - Group
• Relationship Types

Messages

• About Messaging - Group

Investment Policy

• Investment Policy Requirement
• Investment Policy Template
• Storing Completed Investment Policy

Educational Publications

• Superannuation Fact Sheets

Forms & Templates

• ATO Forms - PDF
• Templates

Chart of Accounts

• Can I change the Chart of Accounts?
• Can I set up a template Chart of Accounts?
• How can I remove an account from the Chart?