You can easily pay employee super contributions directly to any registered super fund in Australia taking the advantage of our inbuilt integration with the Beam super fund clearinghouse.
With Beam, you do not need access to an external portal, all the information can be found within Payroo, using one easy login.
Getting Started with Automated Super Payments
To use this feature, you first need to register your business with Beam. This process includes completing
Business/Company details, Business address, Contact details
Payment method & details
Default Super Fund
Terms & Conditions
To register your business for automated super payments, you can simply follow these steps.
Step 1: Select "Features" from the main menu.
Step 2: Select "Super" under "Features" and click on "Upgrade plan"
Note: If you have upgraded the plan check Step 5
Step 3: You will be re-directed to the Subscription "Plans" section
Step 4: You get a pop-up stating "Upgrading to Standard payroll from basic payroll", click on "Confirm"
Step 5: Click on "Register with Beam"
You will be redirected to the Beam user interface where there are 4 easy steps to complete the registration
Any time you go to the Beam site to make changes you MUST progress through to the END of the Beam wizard process and click on "BACK TO PAYROLL" or else the information will not sync back to payroll.
Click on "START" to register with beam
Step 1- Business/Company details, Business address & Contact Details
Please check all the details have been pre-filled from the Business Details page. Then click the "Next" button in the bottom right-hand corner.
Step 2- Payment method & Details
There are 3 ways you can pay super contributions with Beam: Direct Debit, EFT & BPAY. The Payment method will be available to select when you submit the super payment batch
If you do not intend to use direct debit, select the No option and click on the Next button
If you do intend to use direct debit, select the Yes option and enter the bank account details you would like the payment to be debited to and saved before clicking next
Notes on payment methods
Beam transactions will appear as Precision CH (clearing house) or Precision Administration Services Pty Ltd.
You are able to add other bank accounts for refunds from the Bank details page in the settings section
Step 3- Default Super Fund
The law states that you are obliged to pay SG - if your employee doesn't provide you with their super fund of choice you must pay their super into a 'default' fund. You can follow this link for further information - Determine your employer-nominated fund (default fund).
**You will need to add at least one default super fund during the Beam registration process. See here for instructions on how to add a default fund to the business, or you can use the Australian Retirement Trust superannuation fund during the registration process.
If you would like to use Australian Retirement Trust as your default fund account, click on the "SELECT AUSTRALIAN RETIREMENT TRUST" option:
If you choose to use Australian Retirement Trust as one of your default accounts, an Australian Retirement Trust Employer account will be created for you, if you don't already have one.
If you do NOT wish to use Australian Retirement Trust as your default fund, then you can search for your own default fund by name, ABN or USI within the 'No, I'd prefer to search for a different default fund' section as shown below:
Select the default fund by clicking on the checkbox from the results section and then the default fund will appear in the default fund listing. You can add more than one default fund if you wish.
Even if you have not taken the option to use an Australian Retirement Trust default fund you can still join Australian Retirement Trust as a participating employer if you wish, you can do so by selecting the 'Please register me as an Australian Retirement Trust participating employer' checkbox (see below):
Being an Australian Retirement Trust participating employer provides you with the ability to create a member account on behalf of an employee if ever you wanted to. This is of course optional.
When you choose the employer nominated fund on an employee's super funds page you'll leave the member number blank - when you process the first super contributions to the fund a member account/number will be automatically created and once this has been done the system will automatically populate the member number field on the employee's record for you
The above point 1 only applies to employees who have an employer nominated fund selected on the super fund's page, and it is the first contribution/s to be paid to the nominated fund. This applies whether the default/employer nominated fund is Australian Retirement Trust or another super fund.
Step 4 Terms & Conditions
There will be 3 possible T&Cs to be read, confirmed & accepted.
Beam T&C's - you will need to confirm you have read and accept the terms and conditions by clicking on the checkbox.
Become an Australian Retirement Trust participating Employer - If you chose Australian Retirement Trust as your default fund and/or separately elected to join Australian Retirement Trust as a participating employer, you will need to read and accept the terms and conditions by clicking on the checkbox.
Direct Debit T&C's - If bank account details have been entered for direct debit, you will need to read and accept the Direct Debit Authority terms and conditions by clicking on the checkbox.
Once you have confirmed the required T&Cs. Click the 'Next' button to proceed.
That's it! Congratulations Your Beam registration is now complete. Click on Back to Payroll to go back to the Payroo System.
You will notice that the default fund from Beam will be populated and saved into the "Super Fund Settings" Page.
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.