Skip to main content

Register with Beam to automate your superannuation payments

Beam Registration & Default super fund setup.

Written by Akbar


Automated Super Payments with Beam in Payroo

You can easily pay employee super contributions directly to any registered super fund in Australia using Payroo’s inbuilt integration with Beam Super Clearing House.

With Beam, there is no need to access an external portal — all super payment processing can be managed directly within Payroo using one secure login.


Prerequisites

Before registering for Automated Super Payments, ensure:

  • Your business is on a Standard Payroll or Premium Payroll plan

  • STP setup is completed

  • Business ABN details are correct

  • Employee super details have been reviewed

  • Employee TFN and DOB details are complete


Getting Started with Automated Super Payments

To use this feature, you must first register your business with Beam.

The registration process includes:

  • Business details

  • Business address

  • Contact details

  • Payment method setup

  • Default super fund setup

  • Terms & Conditions acceptance


Register Your Business for Automated Super Payments

Step 1 — Open Features

  1. Select Features from the main menu

  2. Select Super


Step 2 — Upgrade Payroll Plan

If you are currently on the Basic Payroll plan:

  1. Click Upgrade Plan

  2. You will be redirected to the Subscription Plans page

  3. Select:

    • Standard Payroll
      or

    • Premium Payroll

  4. Click Confirm

Note

If your business is already on Standard or Premium Payroll, proceed directly to Step 3.


Step 3 — Register with Beam

Click:

Register with Beam

You will now be redirected to the Beam onboarding setup wizard.


Important Information

Any time you access the Beam interface to make changes, you must progress through to the end of the wizard and click:

Back to Payroo

If you do not complete the final step, the information may not sync back to Payroo successfully.


Beam Registration Process

Click:

Start

to begin the registration process.


Step 1 — Business Details

Review and confirm:

  • Business/company details

  • Business address

  • Contact details

These details are automatically prefilled from your Payroo business settings.

Click Next to continue.


Step 2 — Payment Method & Details

Beam supports 3 payment methods:

  • Direct Debit

  • EFT

  • BPAY

The payment method can be selected when submitting super payment batches.

Option 1 — EFT / BPAY

If you do not intend to use Direct Debit:

  1. Select:

    • No

  2. Click Next

With this option:

  • Payments will need to be completed manually through internet banking

Option 2 — Direct Debit

If you intend to use Direct Debit:

  1. Select:

    • Yes

  2. Enter the bank account details

  3. Save the details

  4. Click Next

With this option:

  • Beam can automatically debit super payments once submitted


Notes on Payment Methods

Beam transactions may appear in bank statements as:

  • Precision CH
    or

  • Precision Administration Services Pty Ltd


Refund Bank Details

If a super payment is:

  • Unprocessed

  • Failed

  • Rejected

  • Refunded by a super fund

the refunded amount will be returned to the configured refund bank account.


Step 3 — Default Super Fund

Australian law requires employers to pay Super Guarantee (SG) contributions even if an employee has not selected a super fund.

In these cases, employers must use a default super fund.

Option 1 — Use Australian Retirement Trust

If you would like to use:

Australian Retirement Trust

as your default fund:

  1. Select:

    • Select Australian Retirement Trust

If selected:

  • An Australian Retirement Trust employer account may automatically be created for your business if one does not already exist

Option 2 — Search for Your Own Default Fund

If you do not wish to use Australian Retirement Trust:

  1. Select:

    • I'd prefer to search for a different default fund

  2. Search using:

    • Fund Name

    • ABN

    • USI

  3. Select the fund from the search results

You may configure more than one default fund if required.


Australian Retirement Trust Participating Employer Option

Even if Australian Retirement Trust is not selected as your default fund, you may still choose to become a participating employer.

This allows businesses to:

  • Create member accounts on behalf of employees when required

To enable this:

  • Select:

    • Register me as an Australian Retirement Trust participating employer

This option is optional.


Important Information About Employer Nominated Funds

When using an employer nominated fund:

  • Leave the employee member number blank if one does not yet exist

When the first super contribution is processed:

  • The member account may automatically be created

  • The member number may automatically update within the employee record

This applies to:

  • Australian Retirement Trust

  • Other participating default super funds


Step 4 — Terms & Conditions

There may be up to 3 Terms & Conditions sections depending on your selected setup.

Beam Terms & Conditions

You must:

  • Read the Beam Terms & Conditions

  • Confirm acceptance by selecting the checkbox

Australian Retirement Trust Terms & Conditions

If you selected Australian Retirement Trust as:

  • A default fund
    or

  • A participating employer

you must also:

  • Read and accept the Australian Retirement Trust Terms & Conditions

Direct Debit Terms & Conditions

If Direct Debit has been configured:

  • Read and accept the Direct Debit Authority Terms & Conditions

Once all required Terms & Conditions have been accepted:

  1. Click Next


Registration Complete

Congratulations — your Beam registration is now complete.

Click:

Back to Payroo

to return to Payroo.


Registration Outcome

After returning to Payroo:

  • Super Batches will be enabled

  • Pay Super functionality becomes available within payruns

  • Default super fund settings will automatically sync into Payroo


Review Refund Bank Details

Navigation:

  1. Go to Features

  2. Open Super

  3. Review Refund Bank Details

Important

If Direct Debit has already been configured:

  • Refund bank details may not be editable

  • Beam may automatically use the verified debit account for refunds

Watch the video to learn how to setup Beam to make your super contributions

If you have any questions or feedback, please email us at support@payroo.com.au.

Did this answer your question?