This article will guide you through processing a Member Surcharge Payment. This event relates to processing surcharge payments imposed on eligible super contributions made by employers for higher-income earners between 1996 and 2005. This tax was deducted from all accumulation members’ accounts so they do not have a surcharge debt.

If you wish to process Excess Contributions Tax payments, refer to Rollover Out.

Navigate to Fund Level > Transactions > Member Payments > Member Surcharge Payment

1. Select Member Account using the drop-down
2. Enter Payment Date in the following date format DD/MM/YYYY
3. Enter Surcharge Amount, being the amount of tax paid
4. Enter Description or use the Class "Member Surcharge Payment"
   
   
   
   
5. Click Submit