Overpaid superannuation accounts are only applicable to individual or sole trader clients.
You can view overpaid super accounts in the following order:
- low income superannuation contribution (LISC) individual recovery
- super co-contribution individual recovery.
To view a client's overpaid super account details:
- select a client
- select Accounts and payments then Overpaid super accounts to display
- Account name
- Overdue amount
- Not yet due
- Balance
- Payment plan link
- select an Account name to view a list of transactions. You can
- select the Payment plan link if there's an existing payment plan
- Filter to sort by Processed date or Effective date and the date range
- select Print friendly version to print or save in HTML or CSV.