The Super Transfer tab on the Payee Entry screen allows you to transfer superannuation accruals from a source fund to a target fund.

To access it:

Previously, the balance available for transfer was based on what had accrued to the source fund during its current contribution period.

This ensured that accruals linked to prior contribution periods, which may have already been paid to a fund, couldn't be transferred to another fund.

From 1 July 2026, in line with the introduction of payday superannuation, the available transfer balance is instead limited to what the payee has accrued to the source fund during the current open pay period of their pay group on the date the transfer is actioned.

For transfers initiated before 1 July 2026, the system continues to use contribution period-based logic to determine the available transfer balance.

If superannuation is to be transferred to a fund not currently under the payee's superannuation details, add a new payee validity period to the payee record first so the new fund can be added. If the payee is also changing pay groups from the start of the new validity period, action the transfer before changing the pay group.

Changing the pay group first will result in no balance being available to transfer, since transfers are tied to the open pay period of the payee's pay group at the time of actioning.

The pay group is not locked on a new validity period until the payee has been included in a pay batch using that validity period, so you can change it after adding the new validity period and completing the transfer.

For transfers actioned before 1 July 2026, the contribution date of the transferred balance is set to the date on which the transfer occurred.

For transfers actioned on or after 1 July 2026, the contribution date will be set to the pay period end date of the open pay period of the payee's pay group at the time the transfer is actioned.

For the purposes of remitting the accrual, the transferred balance will be included in a SuperStream batch where the payment cut-off date is on or after the contribution date.

A payee accrues $117.60 to Fund A in a pay batch for the period 6/07/2026–12/07/2026, with a payment date of 15/07/2026. Before the period is closed, the accrual is transferred from Fund A to Fund B. The contribution date for the transferred balance is set to 12/07/2026.

When a SuperStream batch is created for the payment cut-off date of 15/07/2026, the $117.60 is reported as an accrual against Fund B, because the contribution date of 12/07/2026 is not later than the cut-off date of 15/07/2026. The same accrual would also be included in any SuperStream batch with a payment cut-off date of 12/07/2026 or later.

For more information about how superannuation accruals are reported under the SuperStream batch reporting model, see SuperStream Batch — Reporting Model Selection (AU Only).

The Transfer History section records an audit of all transfer actions for the payee, including the transfer date and time.

To access it:

For transfers actioned before 1 July 2026, the transfer date matches the contribution date of the transferred balance. For transfers actioned on or after 1 July 2026, the contribution date is the pay period end date, not the date the transfer was triggered. The transfer date and contribution date will therefore not necessarily match.

This enhancement supports the transition to the payday superannuation model, which takes effect from 1 July 2026. Under the payday-based model, superannuation contributions are grouped by payday rather than by contribution period.

Limiting the available transfer balance to the current open pay period, and excluding accruals already committed to a SuperStream batch, ensures that only unpaid accruals can be transferred between funds. This prevents amounts that have already been paid, or are committed for payment, to the source fund from being inadvertently transferred.