How to Enter External Super Amounts for TSB tracking

Is there a way to enter in the details of a member’s other super balances so that the TSB across all funds is considered in the contributions dashboard?

Hi @KayBee

If you go into the Transfer Balance Dashboard (Member >> Transfer Balance Dashboard), you can add the External TSB for each member there.

However, if you use the Analytical Insights screen, please note that some of those filters do not currently include any External TSB entered in (Please see the example screenshot below). Therefore, for funds reporting on an Annual basis, you would need to go into the Transfer Balance Dashboard to confirm the reporting due dates.
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I hope this helps with your query.

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Hi Damien

Thank you very much for the reply. That option only seems to be available for pension members. For members that are only in accumulation that Add External TSB option does not show up. We’d like to be able to enter it to have a more accurate summary of both the available NCC and access to the carry forward CC.

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Hi @KayBee

That is correct where the External TSB option will only appear for members with a pension account at this stage unfortunately.

We do apologise for any inconvenience caused, but I will pass this feedback onto our Simple Fund 360 Product Team to include all fund members on the Transfer Balance Dashboard screen.

Have a great day.

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Hi Damien

Thank you very much. That would be great if you could pass on the feedback. If that could then link to the Contributions Dashboard so that the ‘real’ TSB can be shown to determine the available NCC and CC carry forward caps that would be a big help as well.

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