Payroll

How do I register with Beam to automate superannuation payments?

You can pay employee super contributions directly to any registered super fund in Australia using the integrated Beam super fund clearing house. For any inquiries about Beam, contact your payroll software provider. There is a quarterly superannuation processing fee for using the Beam integration, details of which are available on the subscription page of your payroll file.

Important

This feature will set up and register Beam for your default employing entity and its ABN only, not for any additional entities or their ABNs. You can view your default ABN details through the Business Details feature. For information on registering Beam for additional entities and ABNs, refer to this article.

Warning

Please note that it is a superannuation compliance requirement to fill out the compulsory fields. If you use Beam, this does not populate the required compliance information, so you will need to do this manually. Please see this link for more information.

Getting started

Adding superannuation details
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Add button.
    screenshot of where to click on the green add button to add a new default superannuation fund with the add button highlighted
  7. Complete the following fields:
    • Default super fund - then click Search
    • Super fund phone number.
    • Super fund website address.
    add details of default  super fund add name and click search
  8. Click the Save button.
    add details of default  super fund click save
Register with Beam
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Register with Beam button.
    click on register with beam
  7. Complete the following fields in the Business Details section:
    • Business identifier type.
    • Business identifier number.
    • Business name.
  8. Complete the following fields in the Your Registered or Physical Business Address section:
    • Address type.
    • Address line 1.
    • Address line 2.
    • Address line 3.
    • Address line 4.
    • Suburb/town.
    • State/territory.
    • Postcode.
    • Country Code.
  9. Complete the following fields in the Contact Details section:
    • Title.
    • First name.
    • Last name.
    • Email.
    • Area code.
    • Phone number.
  10.  Click the Next button.
    screenshot displaying the your details section of beam then click next
  11. Complete the Do you Intend to Use Direct Debit section:
    • No.
    • Yes:
      • BSB
      • Account number
      • Account name.
  12. Click the Save button.
    screenshot of beam payment method with account number, bsb and account name added and save highlighted
  13. Click the Next button.
    screenshot of beam payment method with next button highlighted
  14. Click on the Search by drop-down menu and the fund details in the Starting with... field.
  15. Click the Search button.
    default fund name  with relevant results and search button highlighted
  16. Click on your fund name in the relevant results field.
    screenshot of default fund name with relevant results highlighted
  17. Click the Next button.
    screenshot of default fund name  with the next button highlighted
  18. Agree to the required terms and conditions.
  19. Click the Next button.
    screenshot of accept terms and conditions and then click next
  20. Click the Back to Payroll button.
    screenshot of Beam set up complete and click on back to payroll button highlighted
Adding a refund bank account

Helpful Hint

You need to register with Beam first, before you can add a refund bank account.

  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Add button.
    screenshot of click on add to add a refund bank account in superannuation with the add button highlighted
  7. Complete the following fields:
    • Account name.
    • BSB number.
    • Account number.
  8. Click the Save button.
    add refund account name, bsb number and account number then click save