AGEST Super. Straight forward. Simple. Fair

• Employers
•  > How to contribute

How to contribute
Last Updated : 20 Jul 2009
Subscribe for updates Website users have given this page the
following rating (0 votes):

This page provides information about:

1. How to make contributions,
2. How to report contributions, and
3. File specifications (for producing compliant electronic files from your own payroll system).

How to make contributions

How to report contributions

Employers can report contributions by:

File Specifications

To ensure that your contributions are processed securely, accurately and efficiently, you should ensure that your reporting is provided in accordance with our requirements.

Paper-based payroll print outs, company letters, reporting details in the body of an email and electronic files that cannot be loaded automatically (such as Adobe PDF and Microsoft Word documents) will no longer be accepted.

If you wish to provide your own superannuation reporting, you should use one of our file formats as outlined below:

If you are unable to produce a report in one of these formats, you may be able to create your own report, providing it complies with the four requirements below and you pass your file to us for testing and approval (contact details are at the bottom of this page).

If no suitable report can be created from the above list or the requirements outlined below, you will need to use our paper-based scannable return or our online service to manually enter contribution details.

1. Format
   Your report must be provided in an electronic format that we can upload directly into our systems. These reports can include text, comma separated, tab-delimited and excel spreadsheet files.
   
   
2. Delivery
   As reports must be electronic, they cannot be submitted on paper.
   
   You may post a disk or send your file by email, however, you should be aware of the inherent security risks associated with sending employees' personal information through these unsecured gateways.
   
   We strongly recommend all employers use our secure and encrypted online web service to upload and transfer reports.
   
   Employers should ensure they have appropriate arrangements in place to review who has access to these services on a regular basis.
   
   
3. Content
   This is the information that must be included in your report. We will use your report to match and load your contributions to existing member accounts, and to create new member accounts for employees who are new to the fund.
   
   Your report must include the following information:
   > Your employer number
   > The end date of the period being reported
   > Your payroll number for each employee reported
   > The full given names of each employee (initials only are not acceptable)
   > The surname of each employee
   > The date of birth of each employee
   > The postal address for each employee
   > The tax file number of each new employee (from 1 July 2007) or any existing employee who has consented to their TFN being passed to their superannuation fund
   > The amount of employer* (Superannuation Guarantee 'SG') contributions for each employee, if any*
   > The amount of Salary Sacrifice contributions for each employee, if any
   > The amount of Personal (after-tax) contributions for each employee, if any.
   
   * Government Departments may need to report Productivity Benefit (PB) Act contributions. PB contributions are taxed the same way as SG contributions and can therefore be reported in the same field used to report any SG amounts, if applicable.
   
   
4. Other requirements
   Your report must not contain any NEGATIVE values for any employees. Files that contain negative values will be returned to the employer for correction and re-submission.
   
   All employers who need to recover contributions that have been overpaid will need to seperately request a refund from us for those overpaid contributions.
   
   The total of your report/s must be equal to the sum of monies you have remitted to our bank account for that particular pay period. This means that you cannot underpay contributions, with the expectation that previous overpayments will be used to balance a report.
   
   Reports that do not balance with the funds received will be returned for correction and resubmission.
   
   Wherever practical, employers should try to remit one contribution and one report for each pay period.
   
   This will ensure that our matching and loading of your information is straightforward.

Need more information or to test a file format
For more information about contributing to AGEST Super or if you need to test a file, please contact Anthony Beamish, our Employer Services Manager, on 03 9674 9374 or by email to anthony.beamish@agest.com.au.

File Formats for Employers

• Excel Format Specifications

  A document outlining the specifications and rules for preparing a file in the Excel format.

• Sample File - Excel

  Sample output of the excel file format for AGEST

• Payroll Interface File Specifications

  A document outlining the specifications and rules for preparing a file in the PIF format.

• Sample File - PIF

  Sample output of the PIF (payroll interface file) for AGEST

• Capital Ready Format Specifications

  A document outlining the specifications and rules for preparing a file in the Capital Ready format.

• Sample File - Capital Ready

  Sample output of the Capital Ready file format AGEST

• Delimited Format Specifications

  A document outlining the specifications and rules for preparing a file in the Delimited format.

• Sample File - Delimited

  Sample output of the delimted file format for AGEST

• Superpartners Format Specifications

  A document outlining the specifications and rules for preparing a file in the Superpartners format.

• Sample File - Superpartners

  Sample output of the Superpartners file format for AGEST