Asteron for business User guide for Asteron EASETM
Contents
1. Part of the Issued 12 J une 2014 Suncorp Group Contents Welcome to Asteron WealthSolutions SuperStream With Asteron EASE you can How does Asteron EASE work Becoming an Asteron EASE user Applying for access Levels of access Where to send your completed WealthSolutions registration form Using your payroll with Asteron EASE Getting started with Asteron EASE Logging on Changing your PIN Confirming your company details What if your details are wrong Changing your display preferences Access to your employer account Adding or removing authorised employees Changing your employees access Making online contributions Accessing your employer plan details Adding new members Making contributions Submitting payment for your contribution Updating your members details Exiting a member Choice members Maintaining your payroll system Viewing your contribution history Viewing your correspondence summary SN XN NO Ui WN B p A w w w MN N me me exkdH o 18 25 25 Jl aJ 41 44 45 Welcome to Asteron WealthSolutions WealthS olutions incorporating Asteron EASE Employer Administration Super Exchange is our online facility offering you a quick secure and convenient way to administer your employer super obligations Easy to navigate Asteron EASE is our clearing house and is accessed through Wealth Solutions Asteron EASE can be integrated with your payroll simpl2. 4 olii Combate 7 pi p Mamiari NSW em A taam Chara Gerad gt Cie ei fun sen Fasdiaek Chr id Valuss on f Sort Ey fund hb PMapnurta amp Zapersiraam Period enn B1 10 2008 Fuskal Bo T L0 3004 zu SEC Empir zt E Hem No t Puy No T uma Set ax defaults Total un n Voluntary Sariin E a cerMuMecoRP D 00 TOTAL 4 Ton Gi Oh hin n i T es Cla Bd We Sort Ery lund Enter the contribution details for each member in the relevant fields then select Save and continue Understanding the contribution schedule fields It s important to understand each of the contribution categories to ensure your members contributions are entered correctly and therefore processed correctly The table below outlines what each contribution category represents Category Contribution type SGC Refers to the standard compulsory employer contributions you are required to make either super guarantee SG or award Employer additional Refers to employer contributions over and above employer compulsory contributions Member voluntary Additional contributions made by the employee from their after tax income and processed by the employer on the employee s behalf This type of contribution is also referred to as a non concessional contribution Salary sacrifice Additional contributions made by the employee from pre tax income and processed by the employer on the employee s behalf Employe
3. gt tren Information nn your rns dion details im maladh ang dar dates ater 1 July 2008 Ta obian imarmarion an pour account prarto a daa aaa coria Astaran n Ciiart Sarica Morey te Friday d ddam 8 30gm Spire imej nn 1600 E18 6 Asteron Life Access to your employer account You can easily view the details of employees who have access to your account by clicking on Authority holder on the left hand side under the Employer Menu This screen displays all currently defined authority holders for your organisation It contains two sections WealthSolutions Hep TT ri au are legged in Mysia Rezet PI Te Pus Peni Haider ABT Gris ndun Ky Folien Cer re pene e Hn Par Amith Holder Caray Burien Sabe due The following employers haee persion 10 access Veealthselutien W you would lke 10 nitet a Hair PIN please select he nice below Ey checking en Hr liak Te faeces ae Contec Us You have mal anan permicuon ter key ampleyaes 10 be Authenged FagresartaiNes ef your company H you would like 1p add or remove employees from tte Auihonsed Fepresentatier ligt pleads pond BI out and send m the fole Aen Hi nlet Figen ingia lm o natn 1 Authorised company representative details Authorised representatives Employees who are authorised company representatives are listed 2 Employee access details Authority holders This section lists employees who are authorised to a
4. made be Cn currani fund smon a mesker by tremsferred Click Contriedtions in Ghr Daim bmit amy final Hirst be Chose of Fund E Fbi Keports Ci member cernitur Fer def exanaeef aper funda Fa 8 the baan of a SMSF gods Deb renes a a maniy mathar pissa ee anter xz makfi ef the emplowea s ft nama fofsened by last rame az well it ibn Ehe member number fuk Taw File Miuenbars Sex hy lat 2007 amp Hb wour responde bo gru m Ta F e Mambar ito tha Cheese mpe fund win 14 daya of beng quoted to vou by your employee if the selected Choke super cat reo TF 40 Asteron Life Proceeding past this point effectively exits the member from your default fund and sets them up in the new choice fund If you have any final contributions to be made to your default fund you should select the Contributions button and make them now Then enter the following information on screen e effective date of the transfer e members current postal address if known e Select the choice fund from the drop down list e members account number in the choice fund e TFN details you can choose to supply the TFN or confirm that it has already been supplied Note If you choose not to supply the member s TFN and the member has not supplied the TFN to the choice fund themselves any after tax personal contributions you submit on the member s behalf will be rejected by that fund Then select Transfer member and you will see a final confirmation
5. AB nghts reared Siupenchewgs Serenata Piy Lame ed You ll notice the status next to the member s name is Incomplete This means that the system has staged the member accounts that are about to be created You can now choose one of the following options e Bulk completion and the system will attempt to finish the creation of the member accounts for you or e Sequential completion to step through each member one by one to check their details and finish the creation of the member accounts yourself If you select Bulk completion the following screen will display gt asteron Te Ale Cae b Chanter New Member Application Status Summary bo Hembera How Menbers lor ASC GROP bo teal Change Dela s odor mid feedhad drole Cini Def Rapocu I member entries were akcenti completed ho Dugurcira un Lat fuae Fir rama Sink Date Fang Sinus CLAE SHERYLL HS EU C SP N AD 54441 Entunng HAN N Pat ahn D SAN AAP SELALI Erian Coane O jes7014 N ghi ra dipen Saver PT Laii You ll notice that the status column has changed from Incomplete to Entering The member has been successfully added to your plan 18 Asteron Life If the status remains as Incomplete after you have attempted Bulk Completion this means that some information still needs to be provided to finish the creation of the member account For example their membership category or whether they were At work
6. How many results to display first 5 or all records e How many errors to display first 20 or all records Then click on Browse to select the file you want to upload In your payroll file you will need to provide the date left employment and exit reason code Please refer to the table below to obtain the correct code Exit reason Code Resignation LFT Choice of fund CHO Retired RET Retrenchment MOV Invalidity INV Death DED Testing the upload You now have the choice of either testing the upload or going straight to upload The benefit of testing the file first is that you ll be able to identify any errors in the file and correct them before uploading it which is much faster You might need to make the corrections in your payroll system too to avoid receiving the same errors in future 36 Asteron Life If you select the Test button the following screen will display 4 gt lt asteron Consbubim Member Exit Upload Results o Hersh Member exits for ADC GHOUP gamt Change Cecmis b Chee of Fund Return b Feedback m d TEST UPLOAD ONLY Gare wil nor be updated B Gis Records in Flia 2 Herons processed as Erihs 2 Heowds places ga S5 Gurna B Mpe Records Th miuta ang sco UM Fund Mem Ho Pay Ro Member Mame Result i i C SPPN AMPOSAAAL 33018620 1904 CLARK SHERTLL Eit Comet 3 3 C SPIN AMPS SEALI EE PLETA 1954 MAN JR Ex Covrect In this example the test was s
7. ID Oo ix Type pert z Corknisgisun there s z Corbrbxubon Shute p 3 Fumi p You can search in either one of the following ways 1 Search by batch this is useful if you want to retrieve the contribution details for all members in a contribution batch 2 Search by member to only report contributions for a particular member You can look at the contribution information on screen and also print a report if that s more convenient 44 Asteron Life Viewing your correspondence summary WealthSolutions helps you keep track of the information you ve provided by listing all correspondence received by us along with the status on your employer account within any given date range To display this information select Correspondence History from the Employer Menu on the left hand side of the screen You ll then be able to view the following screen AME WealthSolutions Help H You are logged in My Details Reset PIN Change Preferences Employer wiew Correspondence History Printable version icin niet ai uh Employer Menu ABC GROUP Authority Holder Correspondence History Correspondence History Contribution Schedule 1 miimten Kiser Start Date 20 May 2013 End Date 20 May 2014 You can adjust the date range by selecting new values for Start Date and End Date above and ressing the Set Date Range button General Links P J 3 Useful Documents 2 sn
8. Warning Once contributions have been submitted data in the files can t be changed If you ve made a mistake or you need to change anything please call us immediately on 1800 035 435 26 Asteron Life Updating your members details There are two ways to update your members details You can enter the changes on screen or upload a payroll file Updating members on screen To make changes on screen just click on Change Details then Members on the left hand side toolbar The following page will display fach Charges Dris Raps Tupia Mole All highlighted fislds actept wildcard searches L mg Li ee sii z Fund Type cals Member b Urs Barnes Member Lav Name Baber Statin Ciuman TFH Surcled Stata Adis dz Pasa haanber cf bashes wi Barh Bast m Then enter the member s name member number or payroll number and select Search The following screen will display La Fy asteron Members fur Faretidtiack Mumber of memberr i Acre 8 Membres Hase fand Hemet Heber Paypal shar Simus TEN Sapplied Status OPTIBLUSMCORT Jta Bipini Mumber Gf mamiera 1 Active 1 Conpyreht E Logo 2014 Al nghis peered Asteron for Business Change User guide for Asteron EASE 27 Making online contributions continued Select the member s name and this screen will display wie 2 aslefon Mambers Detnils of Member for Mamim
9. a few settings here you can choose e Whether records for new members are errors or are ignored e How many results to display first 5 or all records e How many errors to display first 20 or all records Then click on the Browse icon to select the file you want to upload Testing the upload You now have the choice of either testing the upload or going straight to upload The benefit of testing the file first is that you ll be able to identify any errors in the file and correct them before uploading it which is much faster If you select the Test button the following screen will display LS um pe gt lt asteron Member Amendment Upload Aasia b Centra Boden Member Amaniment for AOC GEHE amp Dew Change Dei hog of Fur Return hb o Fasedhad Pam TEST UPLOAD ONLY b Serra i wul nat 5e apean ee Unertuncde tows riimi in ode 2 end presaezepe as Amen messts 2 iene flee os D8S Dueurs a eed wk oso Anis a The teste are The results of the test are displayed at the bottom of the screen What happens if any errors are identified If the system identifies any errors a message will be displayed on screen to explain what the error is You will be able to go back to your payroll file and make the necessary changes before uploading it Uploading the file Now that you re ready to upload the file containing your amendments click on Return and you ll navigate back to the previous pag
10. eles dick Nol b Repais Payne Fone Code Cede en Adieres fund Mame 5upercimmam CHA Copra 993 2014 AN rig es rmeereed Tupa Chei Services Phy haiei 42 Asteron Life Select Yes and the payroll code will be associated with the fund Finally you should update your payroll system with this new fund code You can easily view the payroll codes you have associated with choice funds at any time J ust go to Choice of fund then Payroll fund codes then Fund code list P asteron LE ED Fajroll Fund Codes kist ed Payroll Fumi Code Mappimgs h b p LI L a Coton O 1999 2014 48 nolis racer Superbi Bereme Php Lame The codes and fund names are displayed on screen Note If you provide the member s account number in your payroll file remember to update your payroll system with the new choice fund member number Asteron for Business Change User guide for Asteron EASE 43 Viewing your contribution history You can easily view all contributions submitted through the online system on a historical basis within any given date range To display this information select Search from the menu on the left hand side of the screen You ll then be able to view the following page The contribution history information display can be changed as follows tasteron Seer For Transactions DP nach farch Ji Fund Search jl Cias AB Vakan p Palerence
11. fetady gt One os et i Feedback b Papotg Tiis him o bpe Hast Seer Gate Oe r Datat Schedule m Ceepnght C DOH MI ph resereed Then fill in the following fields 1 Enter a name for your contribution schedule eg NSW employees 2 Choose either Direct entry or Payroll file transfer from the drop down list Note that if you want to use the payroll file upload function we will need to set this up for you first 3 Select the submission period eg weekly fortnightly monthly 4 Enter the next start date 5 Then select the Default Schedule tickbox if you want to have all future members automatically added to the schedule 6 Then Select members by search if you want to add members individually to the schedule There can only be one default schedule Any new members must be added to other schedules manually 20 Asteron Life If you select Direct entry the following screen will display wie 3 lt asteron i ii Select Mambers rom Select members for Contribution Schedule NSW o Fam Ghee Detuda ee tr Fasdback b Mapurts embers ia Schedule Hember Names Member Kavel randi Superives adi CeTIMDMCONP You can then either select members one by one by ticking the box next to their name or click the Select all button Then select Save and the contribution schedule will be saved Then select Contributions from the toolbar on the left hand side and yo
12. page z asteron Confirm Member Transfer Trader Member i AE I EE MEME OM i i Paare joven xd Details cnius nage carefully Then sahl Tun fo Wadler thus mambar of gebect Ao d pou mah bes Please click hera 10 read ihe Dizrcialmer am General Sete to Employers ud su pergnewimeen ln pore UTE m Mu e T ETSI ETE E ESSET niae ni har pa fungi wg would enonurdge iha mapiya rou f check wifi tha ampleyspe tha thee aeccont a E eer and tha account dete and Member Numtur are up to dace Fmuluyrer Options n nmn a comet basc Perm Sheen Gone fg haa Dye of fund aed malos payment cenbnioeng Li a fend ember frember Liver Mami Select Yes and you re finished Any contributions you make for the member now will be forwarded to the choice fund If you have payroll mapping setup you should now read the section titled Maintaining your payroll system Membership in default and external fund For a member who has exercised choice and has their superannuation guarantee SG contributions paid to an external fund but all other contributions still paid to your default fund you ll need to set up two memberships one membership in the default fund and another under the chosen external fund Asteron for Business Change User guide for Asteron EASE 41 Making online contributions continued Maintaining your payroll system If you ve added a new choice fund to your plan either by adding a new member
13. yeu have a RS mart aeseusit plebsa cick here wai if jeu have Tengetber your Wealmitalutien amp ecaunt IB ar FIN cies oer B you have army quenes im regard to ealisnkienne pigase coniact amp sseeun Chen Services on Dpamum 1800 amp 19 499 Ennneby Tempie amp Workforce 1300 364 565 Hours Monday to Friday 8 30am In amp 30 pm AEST 2 When completing your registration you can e select the options within WealthSolutions to suit your needs e set the appropriate level of access for your employees e authorise us to debit your bank account if submitting contributions via direct debit 2 Asteron Life Levels of access The table below may help you in deciding the level of access you want to give your employees Access level What employees can do Employer authorised full access e Perform all functions Employer authorised restricted access e Create upload contributions and payroll files e Change employer details e Add change exit members can t submit authorise contribution schedules Where to send your completed WealthSolutions registration form Please send your completed form to us by M ail Asteron Life Customer Service Centre GPO Box 1576 Sydney NSW 2001 Fax 02 8275 3108 Once we ve processed your application we ll send you an account ID and PIN Please ensure you ve provided all required information and signed the form Using your payroll with Asteron EASE Asteron EASE can ac
14. Midde Nama TEN Suppi Tad Provimorul Horai Na M OA NEL Then select Amend member and you will be able to update their details on screen After you have finished select Submit and the changes will be saved Some member details such as name and date of birth cannot be updated on the web because we require additional documentation from the member If these changes need to be made please ask the member to call us on 1800 819 499 Updating members by uploading a payroll file Asteron EASE allows you to conveniently upload a payroll file to update member accounts If you don t have this facility and would like to use it please call us on 1800 035 435 28 Asteron Life If we ve set this facility up for you and you re ready to go just click on Change details then Members from the main page to begin The following screen will display uty a 1 s Fy asteron beds Srabua Mas haber cf DO Henin m Caareh Beau Next select Upload amendments and this screen will display LJ gt lt asteron Member Amendment File Upload Payee Iie for ECOROUP Fie To Upisad Lio Dpi D Tek te mnd an emai tor mhiir phai xa armies cugicad cared eniries edi Petes Few fr 305 ow ahan Gha daidan of Asteron for Business Change User guide for Asteron EASE 29 Making online contributions continued There are
15. Submitting payment for your contribution Asteron for Business Change User guide for Asteron EASE 23 Making online contributions continued Submitting contributions using payroll file upload Asteron EASE also allows you to conveniently upload a payroll file to make contributions If you don t have this facility and would like to use it please call us on 1800 035 435 If we ve set this facility up for you and you re ready to go just follow the steps below g 3 lt asteron Marriers Cranbrfhukinm ummary far fi L io panh 3 Chius Da ce e 12 erties Bitche i Feedback Reports You showkd submit ALL choice el hind conirilutinns at least F weeks before the Siert Guaranhee ieadiinr Sorte Kim Dacha tat wake contiumend Da Ghee funda thes Matus Comed Paini n y ME the continued have buen hrami T Der Chose Furgl Create Hatch Conrietion Scheduin Parimi nins 995 um Dp rum IA D1 8 2011 to 02 01 2011 Ttr Di Oi 3011 ve 3020 ET eu urs 03 01 2001 te 04 01 2011 ET Ai 31 01 2011 ta 13 02 2011 Bimini AF TEST Ot D1 3 t01 te 71 01 2011 Input ema From this screen select the Begin button next to the icon with the red arrow Qi This icon indicates that you re using the payroll upload function bi gt lt astefon Butch Input TEST thatch for Seats ag i Recor Forked from 01 02 2011 Period tec 28 02 2011 ERT iniri 7 Tui te send an email to perpayroBp
16. ami will be accepted hs the member Click Comtributiem to Sub aeg Peal comnriliinas b Chus of Fund o Faedhack Reports tenue eat amtar eat Latar cornua i Heperi ii Bie AN highlighted Tields are mandatary Breet Miris Hever hari Lact Neme Eayrr jambes Date Left empiry dd mm vy Exit Reason Enter the following information 1 Date left employment 2 Exit reason 3 The member s current postal address if known When entering the exit reason you re able to choose one of the following e Retired e Choice of fund e Death e Retrenchment e Resignation e Invalidity 34 Asteron Life Then select Exit member and this screen will display P ae E d E 4 Chim of Fires Peeli Pepa Dope Era um Me E d Fy ira Haars ag Humos Detaili Wusning M mers contributions will be accsqimd for This member il uu exit this l nete Yas 5s Des yc mhay mant tn ex he mT Dale Leh Lmpleyment dd em vyyy 213222014 Exit mason Chase of Fund TelepEonae Humber 1 A final warning message will display reminding you that once you exit the member you will not be able to submit any contributions for them To proceed select Yes and the exit will be processed Exiting members by uploading a payroll file Asteron EASE allows you to conveniently upload a payroll file to exit a member or members from your plan If you don t have this facility and would like to use it please cal
17. an phy Gut the coniribubons have been lacwarded to the Chose Fund Beg ER Memes i 61 01 2011 te 02 01 2011 sulase 01 01 2011 to 30 01 2011 Zubmbed 3 01 2011 te 04 01 2011 Subomtteg 31 01 2011 te 13 02 2011 Tumila 14 02 2011 te 27402 2011 Apes for Sastre gener 85 civ ameiona 61 10 2008 te 07 10 2006 Sure QE TESI 61 01 2011 19 21401 2011 Eri imi The status of the contribution batch is now displayed on screen If it has been validated correctly with no errors the status will display as Ready for submission You will be able to proceed to the next step If the status displays as Input error this means you will need to make some changes to your payroll file before proceeding J ust click on the status and a new page will display Then select View errors and a new page will display with a description of what the error is allowing you to correct it in your payroll file before uploading again Then click on the status and the following screen will display Asteron for Business Change User guide for Asteron EASE 25 Making online contributions continued 7 asteron x anulo Breh Payment Decade arrears Gah Chanje Cintas TERRE sese m i Tapii Enter Payment Details tor Schedukn ASA employers Epit CGupercimam Prerio 01 80 2006 bo pr 10 2008 Batch ID Tred Total Amount Dee 10 0 Conlirm Total Amogsst Des 87 Fund Wemba e ymo Paymari Method Paymi Aa Submi
18. bgabon to mest with tha Core rH uaanber One frame st nest wieh the Employer phears a Tak fa your employes about choosing fuer arson predict wach ce accept regular t such gu weur demk fund vonthibubon payment Somber tha Fund il ay doubt Asteron for Business Change User guide for Asteron EASE 39 Making online contributions continued Before adding a choice fund you should make sure that the fund is able to accept employer contributions This information is displayed on this page along with other useful information on the fund If you want to proceed just click on Link and the fund will be automatically added to your list of choice funds Now if the member already exists in the system as a member in your default fund you need to transfer the member from the default fund to the choice fund J ust go to Members then Transfer members and this screen will display gt lt asteron Vue nme b DConminrhubors irre EET Member Search Search b Changa Derm M uir pun um bopaadhek SCA j finie All highlighted fields accept wildcard searches Fund Nama ciir Membres flea fume Remi bat flume Pawel Nani Cert E PPDa AM mobs renerved Enter the member s details and select Search Then click on the member s name and this screen will display z c asteron i he iAP Cursnbonendi Transfer bhnser hor Saar Wareing Mo further cemirltutionn com b
19. ccess Asteron EASE at the employer level eg to make contributions for members of the fund Adding or removing authorised employees If you need to remove an authorised employee the employer signatory will need to tell us in writing fax or email is acceptable To add a new authorised employee complete a WealthSolutions registration form In urgent situations we recommend you call us Changing your employees access You can change the level of access for your employees or remove their access by completing a WealthSolutions registration form and sending it to us Asteron for Business Change User guide for Asteron EASE 7 Making online contributions Within WealthSolutions you can administer your super obligations using Asteron EASE Employer Administration Super Exchange Beginning at the WealthSolutions home page follow the steps below to make a contribution 8 Step Page s 1 Select Contribution Schedule 11 A new window will open 2 Add new members 12 19 Add the details of any new members to your default fund or a choice fund Y 3 Process choice elections 39 42 If any members have exercised choice you ll need to link the choice fund to your plan and transfer their membership 4 Update current members details 28 32 Make any changes to your current employees details 5 Prepare and transmit your contribution batch 20 27 Refer to the section titled Making contributions Enter
20. cept a file generated by your payroll program and automatically enter the details into the contribution schedule If you want to use this facility you ll need to provide us with a sample of an extract from your payroll file to ensure that we re able to interpret the data in your payroll file and match it to our system s requirements You can send a sample of your payroll file by e email to super gasteron com au e CDor e USB memory key When providing a sample of your payroll please include the name and version of the software you use eg MYOB version 2 1 Your payroll file must be in either a delimited or fixed length format A quick way to see if it s in the required format is to try and open it in Notepad If you can correctly see all the details then it should be in one of the above formats If you can t correctly see the information try and save it in a different format in your payroll program eg CSV Tab Delimited If your payroll program automatically saves a file in Excel or in another spreadsheet program format try and save the file in a CSV or Tab delimited format For further information on setting up this facility call us on 1800 035 435 Asteron for Business Change User guide for Asteron EASE 3 Getting started with Asteron EASE Logging on Once you ve received your account ID and PIN you can begin using Asteron EASE to administer your employer super plan To begin using the system go to asteron com au a
21. complete a registration form and send it to us A copy of this form can download by visiting the WealthSolutions login page clicking on the registration form hyperlink and selecting Employer 1 You can access the WealthSolutions login page at asteronlife com au Asision ite F remgm n Arbor reme oer Vigatiraackipors ingin ing msiumoe HOG 221 727 Superan LEGG STU 400 Celebrating the true power of partnership Ara pot looking no actives improv pour Renmin Undook bites paterricri amd bran tures healthy pou could be with nur rere heath and walteing prgrmm Asteron Lie Plu jee Bice Usel Lancs 7 Dongen nerna types Z1 insunnca myths Proud sponsor at ihe Leading protection nade Attan Lia Cormolette Cu botaran Life Soper D Kjb Supe ay murang atfel Why chose Ashari Lu Mhan fg s ij hit come Ma qaod 1b Aznar Lila Camesate i amp adhe Gal marg dur of aan dan with Jpn 7H Apud Anteron Lie rere hera s oie bomen dhals gegya on through Colonial First State FirstChacg Lfec gba dur comprabar we sulle jour kinda auper acc Dunta prodding you wih at life ircsurancg products that con ba imatan ta andi rach Brew hanofis faired Fc sui wrar raide m Lamma To Begin using Uealizoulions please enler your Account PH and Ihen click Login 8 you have an Asteron accauimt and sod es access fo our iiimne Bere pense tomplebe arrgivinwies iem and forward id in ug IF
22. creen will display Ne z lt asteron MHMamiars Manshars tor I Zach Change Detada Gea he s Came ae cra ear Feechach i r Reger fs further comriuters can be made one 3 member ir exter Chk Contributo io mimt ay fal contributions Bupershraam Corie C ITO MP Hm reseed Select Exit member and this will display wie gt zasteron Pya B hones jalp LES oni V Conklin Member Exits Search Members ake b Search b Change Dwtads b Choe cl Fund Fathers bk Repoti BuparStra n Fite Firmi prm Member jini Mane Nares Member Wamber Bae bere al Members m S00 32 Asteron Life Then enter the member s name member number or payroll number and select Search The following screen will display XT E F i gt aSteron Py li i Eammbubnna Bomber Ext a ye Selected Members for i Seach Change Deteds Chaice of Fund P roD A fo ex a member dick on Eha member name gt Hayt bo Epe HEEN im d P H Mami Skates SMITH AL CU Ts ren co aad Atrei Commght amp 1999 2014 X4 nohis reseneed Asteron for Business Change User guide for Asteron EASE 33 Making online contributions continued Select the member s name and this screen will display whe z dslelOll Py tei Exi Member Masini ri Member for b Sead r Changs Gemia Warning Gies you gahi kis member no mine coniribubi
23. e 30 Asteron Life 2 asteron Member Amendment File Upload Payrell Fille for ADC GROUP i Fia to Upinad im Reperdia fur her Sernbuen E i Upload Options cLeipad correct arbre edit tha des Ramus Casia first i gt irre Diplay cFargt tit Tek to send an ead to when the valstatnn pf p ar E n i r d i amp 1 a d Repeat the steps to attach your payroll file and select Upload the following screen will display Member Amendment Upicad Results E amiri Bomieer Amendmenis for sat ahur Teach Change Deta g Crece of Ford L f utum ISO sans he e Are w u sure you want to upload these amendmenti Beperti foeirnaam Becnreds in File foecconds placed on Edit Gore ao mb Aj Tha rea Leu Your amendments have been saved Asteron for Business Change User guide for Asteron EASE 31 Making online contributions continued Exiting a member There are also two ways to exit a member from your plan You can make the changes on screen or upload a payroll file Final contributions Before you exit a member please make sure you ve submitted all their contributions Once they ve been exited you won t be able to submit any more contributions for them Entering exit details on screen To provide this information on screen simply go to Members then Exit members on the left hand side toolbar The following s
24. e Certificate of Registration of Change of Company Name to us Asteron for Business Change User guide for Asteron EASE 5 Getting started with Asteron EASE continued Changing your display preferences WealthSolutions offers you the added flexibility of changing the way information is displayed to suit the needs of you and your business Click the Change preferences button displayed under Other from the menu on the left hand side of the screen to conveniently update your website display preferences You can change your e default start page or e Seta date range for correspondence to be displayed Setting your preferences is easy Simply change the details you require and click on the Save preferences button Epor sg contributinns Please mole when contributing via BRAY ie BPAY Customer Reference Humber CRA directs us tothe persones account where e coninbution wi be paid H making a Spouse Contribution for an employes inio their spouse s superannuation account unda oa will need bo provide you wih their spouse s BRAY CRH which you wil reed B quote wh contributing BFoedgissergd In Bear Pry Lid ABN EU O79 137 518 User Preferences The following op ons alow nu set varinus preferences Sor your account Page to sppe at nsi login Employer Cesta de The Following aptiass allow pou ti set thes date ranpe For coma sp onda nce Conneapondenca Histany Calindar t af Financial Yaar Last Miri oq
25. ed QE TERT 01 01 2011 to 31 01 2011 input error reme 282 matres te L Commght 1999 2014 AB nghta reserved SueerChaace Gerace Pry Leuwned Asteron for Business Change User guide for Asteron EASE 9 Making online contributions continued Adding new members Existing members in your plan will already be loaded into the system To add new members go to the toolbar on the left and select Members then New members The following screen will display 3 asteron Haw Member Appecatan Status Summary bo Cunmrnbubcrm p himii eer gt Change Dwtalh Feaduack Rapana amp Soeerstraam Last Hema Fira Mame Hirt Dade Fe Siain Cog mght amp 099 2014 MI nghi rr Gup Chike Seres Phy Lanta Adding new members on screen If you only have a small number of new members to add it s probably easier to add them on screen J ust click on the Add button Only one fund selected After selecting Add you ll be sent directly to the New member application page which looks like this asteron hg SC Fy b Conribubon Hew Masher Applisition 1 Members gaine ai amp Search k Changa Drima a one reten j _Sibest New tert Later Sele hed P Fenian i Berta Euparcirg m OPFTIMLUNDDEP OPTS CORPORATE LEPTE Titis cPlemadea tality Gieren Hames Last Hama Addramas Lema 3 sburh 10 Asteron Life More than o
26. eneral Habe to Employers Reports Fund Businais Kader Maung cimitrdrutien gaements tu to Aegroved Danaa Patel wil tonal in tha fond ties mener atur ded delay The obbgacen Tp meet with the Sonerannuaben Ouaranisie Deer vul rests the employer imployer pions a Tak to your emolgxee shout choosing 3 Bpuperancwaton product wich cam accept regular conmtnbutons Buch a4 your delauit honed pcan ga ep EI cnet Fura ad an mcnxreet gelesen muy Poel p gna dele T cantribumon parments Contec the Fund in doubt Aber you Fue embank tha stai CK Lek De ad Uus Chore Fund Eb pour Est DI anaslable funda If you have an employer account with the choice fund and you know your employer account number you should enter this number in the Fund Employer Number field Otherwise leave it blank Important points Does the choice fund accept employer contnbutions Before adding a choice fund you should make sure that the fund is able to accept employer contributions This information is displayed on this page along with other useful information on the fund Adding a Self Managed Super Fund If the choice fund you are adding is a Self Managed Super Fund you will also need to indicate which payment method is accepted by that fund direct credit or cheque If you select direct credit you ll need to provide the email address and bank account details of the fund If you select cheque you ll need to provide the address of the fund Next se
27. erth aa cpm au when the walktation of Ehe pared pon amp ribubera Bie m ied Copsnmoht 999 2014 AN nghts resered On this screen click on the Browse icon to select the file you want to upload You ll notice that by checking the box next to your email address you can choose to receive an email confirmation that the file was validated correctly Then select Submit 24 Asteron Life Chua tf Eis ss EN F esdhak Reports You thik webedt ALL choboe g Tund contributions at kesi J wees belore the Super Guarameo deadline Bamin For father that wih contrbubons te Chae Funds the rtabus Confmed means ony thet the contributions have been ramde bb Gre Choice Furd Begn Enpierees AAT oe F Toi Bagn eres 1 01 2001 te 02 01 2011 Batted 01 01 2041 te 30 01 7011 Zubsrmutz ad 53 01 2011 te O4 D1 2011 mimi 21 01 2011 be 12 02 2011 fume QUI Test 1101 2011 te 31 01 2011 inen erroe re 32 sube 32 rn a This screen confirms that the file is in the process of being validated Once it s been validated and you click on refresh this screen will display nie 3 asteron Contribution Tats Contribution Summary for t i LF Month Bathes 34 Babes P Rants You wiosld usbmit ALL cholce of fund comribotions ai least 2 weeks before the Segar Guarantee deadline LuueriD uan For Gatch thet mdiude contr urbeona te Cheese Funda the maba Conmvimesd me
28. hw memi wd ooh be updawed Mueve Hembers wpload file Records in File Error records Records with cleared Meka Behn Demie cay g It s just a matter of going back to your payroll file and adding in the member s surname before uploading Uploading the file Now that you re ready to upload the file containing your new members click on the Browse button to select the file and then Upload and the following screen will display New Member Upload Results Temirni Tawm Changs Dersi Choice of Funi Papih Poca FF FY HF Ww Ww ORTI ae OU sure ymu aet t ule urbs Rew meer herr Bebo Aipbssgsd File feces in fie Recorda Placed on Edit hee Lighted Record Kecerds with daare field s p nim u SER om uw Asteron for Business Change User guide for Asteron EASE 17 Making online contributions continued This shows the details of the new members you re about to create If this is correct select Yes and this screen will display b z lt asteron WL iier A FL Comdbutem Hew Member Application Simus Summary 5 Hahei i Search Change Detad Choe of Fd Ratan 2s Retreat Tesnrs Menten Untaad enters Seqoeraial Comet b Feedback Bulk Completion i oRapcstm b Guperttraam basi hame First Hama Birth fais Fund Statws B AkE es WYLL i o 19483 C SPIN dioe aa HS KM 13 G8 1597 C SP M Arr Sed LA Nercucb oprig 197392014
29. ie i e ONG ener primp pr cen au Testing the upload You now have the choice of either testing the upload or going straight to upload The benefit of testing the file first is that you ll be able to identify any errors in the file and correct them before uploading it which is much faster You might need to make the corrections in your payroll system too to avoid receiving the same errors in future If you select the Test button the following screen will display In this case there were no errors so the test was successful You can now select Return to go back to the previous screen whe L gt aSteron l Pj Fiesta iter New Member Upload Results a Rew Members for ABC GROUP Change L astadu Fee ach L L La ay Ed Ll L d iper tire am Era Member upload fila Lrierizuada 8 cuv Mecords in File 1 Records placmd en Edit esun a Records with cleared fois a l6 Asteron Life What happens if any errors are identified If the system identifies any errors a message will be displayed on screen to explain what the error is You will be able to go back to your payroll file and make the necessary changes before uploading it For example if you forgot to include the member s surname in the upload file you would see the following message on screen gt asteron Hew Mimbar Upload Enori Mew Members for ABC GACUP W ws a B XS y M 00M amp TEST LECT OMF
30. ifying the contributions payment process If your employees have chosen to take advantage of choice you can use Asteron EASE to submit contributions to their chosen fund What is Asteron EASE Our online administration system and payment solution Asteron EASE technically known as a Superannuation clearing house removes the hassle when it comes to managing your employees super especially if you re paying super to multiple funds With the introduction of the SuperStream reforms employers will need to provide compliant data to Super Funds Asteron EASE is our compliant solution to making it easy for employers to meet the employee Super data standards requirements With Asteron EASE you can e View and manage your super information all in one place online anytime e Enjoy fast and reliable payment processing straight into your employees super accounts e Make your super contributions by direct debit from your bank or by direct credit to ours e Easily set up an Optimum account or another super fund for new employees when they join your company e Quickly update employee details such as salary address and tax file numbers How do make contributions e Pay your employees super contributions including multiple super funds at the touch of a button Painlessly delete your employees from your company when they leave your company Get access in one convenient location to reporting for employees in y
31. l us on 1800 035 435 If we ve set this facility up for you and you re ready to go just click on Members then Exit members from the main page to begin The following screen will display at at Ll al amp asteron Mw Merribars Tranter Mu me ra famch Change Deta g Crenecg of Fund Font ach Reports Supadi ism Status of Member Exits Members fer AC Gop ae ee ee Ret ee JE Pig ea theater rt OMA WEE UR M PN er Sater h Been Snake ihe Oto Wai eto for ore dotada HERF CALLY aC CEL Pee B54 Xy 11111 Ext rate Cepit 19992014 Al nohis meaenved Asteron for Business Change User guide for Asteron EASE 35 Making online contributions continued Now click on Upload exits and this screen will display he M asteron Member Exit File Upload Payroll File for ApC GAUP Chace of Fand Warming he further contributions wl be poomped lor a member once a member i exlbesd EAE E Unraccgnused Records oa Members Alma Doted a m E cupiaad arhe dall aniria aee pamicis Resuts Cesplay E Cupymght 1939 2014 Ad rights ebid There are a few settings here you can choose from e Whether unrecognised records are ignored or create an error e Whether members who already exited are ignored or create an error e Upload options upload only if all entries are correct or upload correct entries and correct the rest or edit all entries e
32. ld like to use it please call us on 1800 035 435 If we ve set this facility up for you and you re ready to add new members just click on Members then New members from the main page to begin 2m X asteron ae ae ae ea Cate aI Copmght 1999 2014 AB nights reserved air tees Losses Tipi From here select Upload members and you ll be directed to the New member file upload screen Asteron for Business Change User guide for Asteron EASE 13 Making online contributions continued wie 3 lt asteron Has kamber Fila Upload kh Cammina b Haruisar i i Paymi File fnr ABG Group E banh bo Chira Corley Chee gl Pond man T T i PFuadbask test Cias bo Rapt zi F m Em ipia gt b mupaerhirsaem T Beste Per Hist Piper SM Barje for Dried Barber r m Ls ane frm te en ji ofr Die Por Taal andy Tap on dupesg ene Ceppig D DA De AB nues neuer Tupar hms hereon ty Lamis There are a few settings here you can choose e Whether records for existing members are errors or are ignored e Whether records for exited members create a new account are errors or are ignored e How many results to display first 5 or all records e How many errors to display first 20 or all records e f you test the upload in the following step how you want this to operate whether you want to display warnings or not display warnings If you have y
33. learing House which is available through Asteron s WealthSolutions online service or any other products based on this material you should read the relevant Product Disclosure Statement and Product Guide available at asteronlife com au before making any decision to agree to the service or acquire a product Throughout this guide unless otherwise specified references to we us and Trustee mean Suncorp Portfolio Services Limited bank account means an Australian bank building society or credit union account e business day means a Sydney business day on which the banks are open for business in Sydney New South Wales other than a Saturday Sunday or public holiday in Sydney you means an employer 46 Asteron Life L ow to contact us Asteron Life Customer Service Centre GPO Box 1576 Sydney NSW 2001 W c 02 8275 3108 super asteronlife com au ama 1800 035 435 You can call us Monday to Friday 8am to 6pm AEST WWW asteronlife com au Suncorp Portfolio Services Limited ABN 61 063 427 958 AFS Licence No 237905 RSE Licence No L0002059 Level 10 321 Kent Street Sydney NSW 2000 AS01590 23 05 14 A Part of the Suncorp Group
34. lect the Link button and the fund will now be available for selection in the fund drop down list You can navigate back to this page by selecting Return If you have payroll mapping set up you should now read the section titled Maintaining your payroll system New member application page This is where you enter the new member s details Compulsory fields are bolded and you will need to provide this information to be able to save the member record Some examples are e Title e Given name e Last name e Gender e Date of birth e Residential address not postal address e Tax file number e Date commenced employment Note Less fields are required for choice members 12 Asteron Life 2U 3 asteron Cuninbubona ambas Sear Change Detals b Cheww m fumi Fesdoxk i Zuperttraam New Member Application Fund Tile devon hp Lact Mame ht gef Once you ve entered the details select Submit now and the new member s details will be saved If you ve missed any fields or entered information incorrectly a reminder will display on screen to enter that information before you can proceed For example if you provide a postal address instead of a residential address or you do not provide a date of birth Adding new members by payroll file upload Asteron EASE allows you to conveniently upload a payroll file to make changes to your plan If you don t have this facility and wou
35. nd click WealthSolutions login which will take you to a screen that looks like this N H To begin using Weilneoluliors please enier your Account O ET and then click Loon 8 you hawe an Aeron accaurnt and woul Kos access ho our online Sete please tampite a ragisivetioan kai Bid forward id in us if you have a Aisah Smari bobni pled cock here If yeu have fergetten your Wealthitalutien Ascani IB ar PH cira oer BH nu have ary quengs in recesso ealisplusnns pease contact amp xseenn Cheni Services on Dpamam 1800 619 400 Connely Tempie amp Workforce 1300 364 755 Hours Monday to Friday amp 302m In 6 30pm AEST At the login page 1 Enter your account ID and PIN 2 Click the Login button The first time you log in you ll be prompted to change your PIN Please ensure you keep your PIN in a safe place Changing your PIN To change your PIN when you first login simply 1 Type in your current P IN 2 Type in your new PIN twice 3 Press the Change PIN button Please note all PINS must contain a minimum of six characters PIN tip When creating a PIN we recommend you use mixed words that contain a combination of alpha numeric and non numeric characters To make your PIN more secure avoid using words that are in the dictionary eg flower Please remember that PINs are case sensitive For example the system interprets ASTERON and aste
36. ne fund selected When you select Add a different page will display where you choose the fund you want to add the member to from a drop down list M P t asteron Curdribuneena Hurrebr coach Change Citas Chp of Fund feadhack Bepi Du T New Member Apelicatian Select Fund man Your dela k iia are ab tha top ol tha ba baiia Fund hor Mey Hemi Repliatios Piguna behed a Pang Coppie c 10992014 M nohbs reaecneed Choose the fund from the drop down list and then click on Continue If you want to select a new choice fund to add the member to follow the instructions below Adding a new Choice fund Click on the New Fund icon and this page will display r LI La T w LJ al m p P he asteron Choate of Find Search Soares for Choice Pumi Copt C 122 2014 AB ghee Phil ved Note The New Fund icon will only display when the first choice fund has been added to your plan To add a new choice fund for the first time read the steps under the section titled Choice members Asteron for Business Change User guide for Asteron EASE 11 Making online contributions continued Enter the USI SPIN ABN or SFN of the fund and then select Search This page will display e asteron 5 nite Link to Fund gt Bantiura Link te Chale Fiend b Search E Cimos imh Fi ar Pen aatem rc amp oFeadback Pleas click Bere to read Ihe Denciaimer and G
37. on the day they commenced employment If this happens just select Sequential Completion to step through each member account to provide the missing information and then Submit now Making contributions There are two ways of making contributions You can either enter the contributions on screen or upload a payroll file If you would like to use the upload facility please call us on 1800 035 435 Creating a new contribution schedule If this is the first time you re making contributions you ll need to create a template for your contribution schedule To begin simply click on the Contributions button on the left hand side toolbar 3 asteron LIINEEEEC r Contihution Stzhus oDammirbutrna Contribution Summary fer ape Group Cum d tul E kei Taa sbsuld submit All cbesas al fund rantribulsana a least 7 mecha belure the Seger xuarantes deadlier Foe Batches But ceca cobiibuboki 16 Cem Pudi the rn Coreis Paai ohia hil he ceban Mes been hemdi kg Eum Chiiir Fund Ereabs Bab Lanlebulium adul Facta Safes teparapPw 4D 1959 7074 A ragvtu revered Gather Fhe Lied Asteron for Business Change User guide for Asteron EASE 19 Making online contributions continued From here select Add under the Contribution schedule heading and the following screen will display wha F TP aste Of Comtr atons t Creaie the cuntrllimth n schedule detalle E fish E Charge
38. our payroll file saved on your local drive and ready to upload just click on the Browse button to select your file 14 Asteron Life Setting up the Electronic Service Address for a Self Managed Super Fund SMSF All SMSF s are required to register for an ESA the below functionality allows you to enter the ESA and EFT details so contributions can be made to a nominated SMSF To begin go to Choice of Fund and select Link to Choice Fund z c asteron LI ZEE 477 IJE r Choice of Fund Search bo Marini Saatch Sharh far Chasce Fund i t E Dhia Darts gt Choice of Fund Rate Jarh fridag mi e Reports Fieate enter one of the folleeniny identifiers epee eee EE Coprmmght 922 2014 Al ngt s reserved After you selected the Choice of Fund to link to you will be asked to select the payment method select EFT and continue 2 t asteron Doc chose Fund amp pplicatian Caines AP ery pep Select Parmam Method E Diet Change Deli Dida af Pinal D Comme Pea ch ow bb Hua fered ell bw awadabis meo 1 3 daga LE Taa Ip T Plesss cick here 12 read the Disclaimer and General Sabe te mpisyrrs Postal Buniieria Boke wipf Sai dpa of hand mera ire fe nRichara of coeinibumen pipa SR oor rial dora PVesBlages Alert ee Ait ee ie sb ep DE rm adl Lea APR A hae rece boima sd hao fe dh ieee crew mammier minbari Sere Bop Fur s
39. our plan and those who ve chosen another super fund What if an employee wants their super contributions paid to another account Under Super Choice legislation your employees if eligible can choose where they want their compulsory employer contributions paid If they want them paid to a fund other than Optimum you won t have to run around and make separate payments to each different fund Asteron EASE lets you make contributions to as many different complying funds as you need to How does Asteron EASE work Asteron EASE or Employer Administration Super Exchange is our online superannuation clearing house facility Simply this is how it works 1 Set up your employees 2 Upload your payroll Y 3 Make the payments contributions This illustration below shows how contributions are made using Asteron EASE Choice Employer s Payment agent bank account Choice data Asteron EASE Default Default fund data Default Employer s Optimum fund bank account Asteron for Business Change User guide for Asteron EASE Choice data External Choice data Payment agent External Choice data External Optimum admin system A payment agent is an external third party we use to administer the payment of contributions to external super funds Becoming an Asteron EASE user Applying for access To start using Asteron EASE you first need to
40. p ademjirad bp om corres tee pr oae eee Hide sirai ul vins amp spae s ford draw nct peers reenter ruta ple eater an eh n Hus arspipsa p Fact memi balg b bar meme gg sed Ku unm eae memb ripe up disi SG Heer phas VOUS aed Dread RESI fonds acr piil by EPS Gus te the porii thar us Bddeskeks cmd change Mail a aringa inan Cae Thee ATO Conve tome Steet d fre PR if eniai bp Ue clipe ap ia pF Has Aged xdi Be CL el mos Hup Aes Br amaw return has Pew pocceaehly recenad Ds Pao ATO hu qur irm in om ii ua n x phami pru fin dent ars cess o ums o m n irem the LAUF Hu andere miha thos making mene pe nbbksukd d n ahahha m je Faperietesten Ida bebe it LY pi SERA ded mas heh ule Fe aer drehen uidet that dor eet Dy app ree Asteron for Business Change User guide for Asteron EASE 15 Making online contributions continued Next you will be asked to enter the ESA and banking details once complete press Request and you will then be asked to verify the request and re enter the Fund s bank account details once complete press continue These details are now avaiable in your Choice of Fund Fund Information gt lt asteron ieee one Chate Fund Apel insane Ceban F L Harber EFI Par b Taarzh i Chis Delada i daran aen i igori ET Less Sete Al feghligivad lFoslda abe aaar Fg AE arse Fund Herne THE PTE FOR aec Lye TI on PUN Fund Drege horn ET he urd EFT Cains Fund fma Adres 1
41. r Offsets Refers to additional contributions you make if you reimburse your employees accounts for various expenses such as insurance premiums member fees or contributions tax 22 Asteron Life Setting default payment amounts If you regularly submit the same contribution amounts for your employees and you want these to be pre populated on screen for next time just select the tickbox Set as defaults Next the Batch payment details page will display Enter Payment Details lor Schedule SW employers Chowe of Fund dd 1 Ce ee Pericd Ot 10 2008 te 7 0 2004 Batch ii 72514 Toolsi Amoma ee i iDn60 Canlrm Total Amount Dus PREUR CONPORATE Supp 1 10 00 Direct Cenk Fund glos TOTAL i itin You should check the contribution period on this screen before proceeding If it is incorrect you should Delete the contribution batch and create a new batch with the correct period J ust read the steps under the heading Creating a new contribution schedule Submitting the contribution batch Confirm the total amount due by entering this in the box above and select Transmit batch The confirmation page will be displayed Note Only full access users have access to perform this function Users with restricted access are able to prepare and save contribution schedules but they cannot transmit the batch Now read the steps under the section titled
42. ron as different PINs You can change your PIN at any time by clicking on Reset PIN from the menu 4 Asteron Life Confirming your company details Upon entering the WealthSolutions secure website you ll be provided with your employer details and last login information Please note If two or more people have access to the one Employer account you must perform an additional step of clicking on Access Account under the Authority menu and selecting the appropriate link Wealth elulinns zi E Yau a iega ps nui Cm Aulhuitiy Baker Cernapeondgaca Hey Camiin Gch tial Cond Peery Lisprig eS Lor rein Conc in impmiani inia meim Dua t cur abikqatians imda anions Laundeing i Giuni earan Wy maiali Arim PH Chonn Prelerenzgis Hame Street address pons Fine Suburbetety atate WA Posted Country ALETHALIA Postal address Lecker Bag Suburbscety Ste WA Postcode Ceuniry AUSTRALIS Daytime phone Afer noure pone Please Update Fax Emus Flaucslip ais Mobile Flaass Update Brave Gerais What if your details are wrong To update your details enter the correct information in the Employer details screen and then click on Update details Important information There is some information that you can t change online such as your company s name If you want to change your company s name please send a copy of th
43. tactiiz Set Date Range Type Ae ei Amount Important Information L ampie Due to our obligations under Cantribution Received 13 650 28 Complete 30 04 2014 30 04 Data Anti Money Laundering l 3014 File ou ail ec Dux SUAE Contribution Received 0 00 Complete 29 04 2014 30 04 Data residential address for all new Matching 2014 File employees and existing Dishonour Received 125 54 Complete 15 04 2014 24 04 Mail employees when you update 2014 Heiraneimber deals Contribution Received 9 635 64 Waiting 27 02 2014 Mail You can change the date range for your correspondence information by changing the start and end dates To do this 1 Set the date range by clicking on the appropriate boxes A drop down box will display the days years and months to select 2 Once you ve selected the relevant dates simply click on Set date range Asteron for Business Change User guide for Asteron EASE 45 Award modernisation impacts on superannuation As part of its industrial relations reform the government replaced over 1000 Federal and State Awards with 122 Modern Awards These Modern Awards came into effect on 1 J anuary 2010 As well as covering wages and conditions of employment each Modern Award specifies the super funds which an employer in that industry can use as its default fund where the employer plan was established after 12 September 2008 For those employees who have not exercised choice of fund the default fund allo
44. the contribution amounts on screen or through file upload and then transmit the batch 6 Provide exit details 33 39 Notify us of members who ve left the company 7 Submit payment for your contribution 27 If you ve elected to pay via direct credit please login to your bank s facility and submit payment for the contribution If you ve elected direct debit will be debited your account automatically Asteron Life Accessing your employer plan details To start simply click on the Contribution Schedule button under the Employer menu on the left hand side of the screen i amici Ay Tents eee PO Charge Peder i ee e i 4m ee ie decree ts Hier luce EEUESER E Hrm Pa Fea Come Lem rset sdgrett iss ttre Bes Sunummy ase WA a mpm ALPE TAL 5 Uza m soe rb piari viim Bag Ciebi Feet Fruncrng yes ad mei bs ni arie riten kr si naw smpinpns si nereg eines mpe Mate WA Povipoce Coumry AUSTRALA T Eun urea phym Bm Dessert A new screen will open From here you can navigate using the menu icons on the left hand side of the screen 3 t asteron Centribution Sirius Fer Matchen that rubhde cgnudgbona be Chee Pore Elis guru Cesdurmed Hadr oy Wie ie centre hae been crwaeded to the Chowe Fur Create Batch Contribution Schedule Period Statins En n i 61 01 2011 to 62 61 2011 Sabrata 01 01 2011 to 20 01 2011 Baire 63 01 2011 ts 04 01 2011 Segerttod 31 01 2011 to 13 22 2011 Sutrett
45. to a choice fund or transferring a member from your default fund to a choice fund you will need to assign a payroll fund code to the choice fund and then update your payroll system with this code This will ensure our system can interpret the correct fund for the member when you next upload your payroll file so contributions are allocated correctly To do this go to Choice of fund then Payroll fund codes from the main menu Then click on the fund drop down list This page will display Ag P gt lt asteron E Contributisr P Fund iieri Payroll Fund Code Mapping Seas Change Decals ci at aa arn ei e PN Thus f acity should only be used the fondi codes on your merrell are diferent Irem the fund codes on Aiaren Bapt paperia Te add a code mapping enti Ihe payrol Runs code amid delet tha iaip Agteren Bure and Chek dar To delete a onde mapceng entet the paved lura code only and chock Delete Fund Code Fund s X T Conmgnt Le AB igh reserved Superiore Lennces Pty Limited Then select the choice fund from the drop down list and enter the payroll code you would like to associate with it in the box above Then click on Add and this screen will display EX 2 asteron i E Payroll Fund Codes pom Add Payroll Find Code Mapplimg gaweh E oEMacge Depts nace of Rd an Pe E Feed Finare check the deteds cl the code mamang H ieta are correct chck Fes
46. tting the contribution batch Confirm the total amount due by entering this in the box above and select Transmit batch The confirmation page will be displayed Note Only full access users have access to perform this function Users with restricted access are able to prepare and save contribution schedules but they cannot transmit the batch Now read the steps under the section titled Submitting payment for your contribution Submitting payment for your contribution Payment methods Direct credit If you ve selected direct credit as your payment method you should now click on the Payment instructions button A new screen will display showing the BSB account number and payment reference number for your payment Next login to your bank s website to submit the payment using these details Important information for direct credit It s important that you provide the payment reference number when you submit the payment through your bank Not providing this information may delay the processing of your contribution Direct debit If you ve selected direct debit there s nothing more you need to do Your nominated bank account will be automatically debited for the amount of your contribution Important information for direct debit You can t change your bank account details online If you want to change your bank account details please complete a new Direct Debit Request form and send it to us
47. u will navigate back to the Contribution status screen wie z aSteron Centributlan Status E n marr i x umen Contribetion hammary far ape Group fea h Change Colas Chess oF rund aas e 1i soma tantes agre Wwgurts Tou shoul wmi ALi choice lund reniris af beast 7 meshe befere the tager huseraniszs deadline F r Bria thet eeii meira d Chose Punch the hus Caniad reese aris fhae Hes rzr nbotzeDs has basn Fore Ged ta the Cheena Mana reads Batch i sibila a hrdile Perian b atu denges Uperid Cumi Fri aem un ipiga acheive Cappngur o PR H Ae rage rar Tupp Ainii Lerten Phr Letuhkd You now have a saved contribution schedule to use each time you make your contributions Note If you want to setup a different contribution template for example one with a different group of employees or a different submission period you just need to follow the steps above to create a new template You can then choose either template when submitting contributions Asteron for Business Change User guide for Asteron EASE 21 Making online contributions continued What do the different schedules look like Direct entry or on screen schedules look like this Payroll file upload schedules look like this Qi Entering contributions on screen Simply navigate to the Contributions screen and select Begin under Create batch Then follow the steps below whe ue ic E Low
48. uccessful and you can now progress to uploading the exit details J ust click on Return to go back to the previous screen LE P aq 1 L p a i a zx Py Member Exit Upload Results B Memb T Merier exits for AC GROUP Haaren gt Change Detada Chis of Fund Retuin Feschaci Hapus TEST UPLOAD ONLY Exits will not be updated Eo mpari Records ka File 2 Recerds processed as Eiis R Meconis placed an ERE Queue d Asteron for Business Change User guide for Asteron EASE 37 Making online contributions continued Then select Browse to attach your payroll file and then Upload z lt asteron r Nr HAH Member Exit Upload Results Mamleer exits for ARC GROUP 3 Checa of Fund zzz EJE Warmng Wie hm con ntutiocs wil be accepbed for a member once a mermier ss enter npe SS Berords in File Records processed ss Exits E wt Bl The tenia te nat Fund Mem No Pay He Haber Mim Beiti A final warning message will display reminding you that once you exit the member you will not be able to submit any contributions for them To proceed select Yes and the exit will be processed Choice members What to do if a member exercises choice If a member has exercised choice you can easily administer this online J ust follow the steps below Bank account details for choice contributions It s important that we have your bank details recorded if
49. ws an employer to make compulsory employer SG and Award contributions and employer additional salary sacrifice contributions and an employee to make personal after tax contributions Funds available through Asteron are not named in most Modern Awards If you are considering using an Asteron fund as your default fund you should consider obtaining advice on whether you are able to select it as your default fund under the relevant Modern Award applying to your industry The Fair Work Act 2009 imposes penalties on employers who breach a Modern Award The Suncorp Group including Suncorp Portfolio Services Limited does not warrant or take any responsibility for the appropriateness of any product in meeting your or any employer s obligations under the Modern Awards or other industrial awards or arrangements Important note Suncorp Portfolio Services Limited Trustee ABN 61 063 427 958 AFSL 237905 RSE Licence No L0002059 is the issuer of this guide and takes responsibility for its contents It is provided for the internal use of employers only for the purpose of using Asteron s online services It has been prepared without taking into account the objectives financial situation or needs of you any employer individual or other person Before making a decision based on this material you should consider the appropriateness of the information having regard to your objectives financial situation or needs Before making a decision about the C
50. you re making choice contributions This is so we can refund the contribution to you if it is rejected by the receiving fund Contributions may be rejected for a variety of reasons for example if the member did not have an active account with the fund If this happens we ll contact you and let you know the reason why the contribution was rejected to the extent that we can from the information provided by the other fund and we ll credit the contribution back into your bank account If we don t already have your bank details you ll need to provide these before you re able to process choice contributions in your plan 38 Asteron Life First the fund needs to be added to your list of choice funds To do this just go to Choice of fund then Link to choice fund on the left hand side toolbar he gt lt asteron Choice of Fund Search Senarch fer Cholcs Fumd See metum search Wepets Please enter nne of the Following ktentitiers 59 5 Conpight C 1999 2014 AB nohts pened Enter the fund details and select Search The Link to fund page will display A whe 2 s asteron Link to Fand Link ta Chosoe Fund iach see tos Feedeach Pisave click bere to read the D sclaimer and Genetal Note to employers F pppn Fund Business Hole Aimer Tha fund is an approved Deposit Fund and cannot accent emolayer suoerannoaeon contributions Employer Abert dem Tha cb
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