> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.
# QRG Create Superannuation Fund - Self Managed
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## Purpose
The purpose of this quick reference guide is to step through the process of creating Self Managed Superannuation Fund records. The intended audience for this document is system administrators.
## Steps
### Create a Self Managed Fund record
To create a Self Managed Fund record, follow the steps below:
1.
Click on the **App Launcher** icon. (See Figure 1)
2.
Go to the **Superannuation Funds** object by using the Search function. (See Figure 2)
3. Click on the **New** button. (See Figure 3)
4. Choose the record type of **Self Managed**. (See Figure 4)
5. Click **Next**.
6. Populate the following required fields to provide the base details of the Superannuation Fund record: (See Figure 5)
1. Fund Name
2. Status
3. Fund ABN
4. Fund Electronic Service Address
5. Fund Account Name
6. Fund Branch Code
7. Fund Account Number
7. Populate the following optional fields as needed: (See Figure 5)
1. To provide an Employer Identification Number for which the Superannuation Fund record is being created, populate the **Employer ID** field.
8. Click on the **Save** button.
9. To provide additional contact details about the Superannuation Fund record, populate the following optional fields: (See Figure 6)
1. **Fund Street**
2. **Fund State/Province**
3. **Fund Zip/Postal Code**
4. **Fund City**
5. **Fund Country**
6. **Fund Phone**
7. **Fund Email**
10. Click on the **Save** button.
11. A new Superannuation Fund record has been created. (See Figure 7)
12. To modify an existing Superannuation Fund record, open the required record and select the **Edit** button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the **pencil icon** that appears within fields when you move your cursor over the field.
13. When complete, click on the **Save** button.
Superannuation Fund records CANNOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
## Field Descriptions
| Field | Description |
| :---------------------------------- | :---------------------------------------------------------------------------------------- |
| **Employer ID** | The Employer id to uniquely identify the Payment Entity with the Self Managed Super Fund. |
| **Fund ABN** | The Australian Business Number of this Superannuation Fund. |
| **Fund City** | The city of the Superannuation Fund registered address. |
| **Fund Country** | The country of the Superannuation Fund registered address. |
| **Fund Email** | The email address of this Superannuation Fund. |
| **Fund Electronic Service Address** | The Electronic Service Address of this Self Managed Super Fund. |
| **Fund Account Name** | The bank account name of this Superannuation Fund. |
| **Fund Branch Code** | The bank branch code (BSB) of this Superannuation Fund. |
| **Fund Account Number** | The bank account number of this Superannuation Fund. |
| **Fund Name** | The name of this Superannuation Fund. |
| **Fund Phone** | The phone number of this Superannuation Fund. |
| **Fund State/Province** | The State/Province of the Superannuation Fund registered address. |
| **Fund Street** | The street of the Superannuation Fund registered address. |
| **Fund Zip/Postal Code** | The Postal Code of the Superannuation Fund registered address. |
| **Status** | The current status of the Superannuation Fund record. |
## Further Information
| Document | Document Type | Description |
| :----------------------------------------------------------------------------------------------------------------------------------------- | :---------------- | :--------------------------------------------------------- |
| [QRG Create a Payee record](../data-set-up-and-creation/qrg-create-a-payee-record) | Task Instructions | How to create a Payee Record |
| [QRG Create Payee Withholdings - AU Super](../data-set-up-and-creation/qrg-create-payee-withholdings-superannuation) | Task Instructions | How to create Superannuation Payee Withholding Records |
| [QRG Create Superannuation Fund - Default Employer Fund](../data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund) | Task Instructions | How to create Default Employer Superannuation Fund Records |
| QRG Create Superannuation Fund - APRA and RSA Funds | Task Instructions | How to create APRA and RSA Fund Records |