How to Add a Superannuation Fund in Xero

Quick summary

Adding a superannuation fund in Xero takes just a few steps inside Payroll Settings, where you select the Superannuation tab, enter the fund details, and save. This process ensures your employee super contributions are correctly linked to the right fund within your Xero organisation.

Steps

1. From Xero's main dashboard, click Payroll in the top menu bar.
2. Select Payroll Settings from the dropdown list of options.
3. Click the Superannuation tab to navigate to the superannuation management section.
4. Click the Add Superannuation Fund button to begin adding a new fund.
5. Enter the required fund details — including the Type, Name, and Employer Number — into their respective input fields.
6. Review your entries, then click Add to confirm and save the fund.
7. The superannuation fund is now successfully added to your Xero organisation.