Quick Facts
How to set up your
Cbus Clearing House
account
General advice warning
This information is about Cbus. It doesn’t
take into account your specific needs, so you
should look at your own financial position,
objectives and requirements before making
any financial decisions. Read the relevant
Cbus Product Disclosure Statement to
decide whether Cbus is right for you.
Call Cbus on 1300 361 784 or visit
www.cbussuper.com.au/pds for a copy.
Cbus’ Trustee: United Super Pty Ltd
ABN 46 006 261 623 AFSL 233792
Cbus ABN 75 493 363 262
MySuper authorisation 75 496 363 262 473.
3245 03/14
Here are some
FAQs on how to set
up your Clearing
House account.
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 2
Welcome to Cbus Clearing House (QuickSuper)
Before you start:
sign into Cbus Clearing House (QuickSuper)
pen the email you received confirming your registration
O
(titled Welcome to Cbus Clearing House) and:
–click on www.clearinghouse.cbussuper.com.au
–enter your Employer Login Name (also in your confirmation email)
–enter your temporary Password (which you need to change when you first log in).
When you’ve signed in:
set up your account
Step 1:
Follow the on-screen prompts to create a new password
(at least 8 characters long with at least 1 letter and 1 number).
Step 2:
Answer the two security questions, then click Save.
Step 3:
Click on the Terms and Conditions and if you accept them, tick the confirmation box.
Step 4:
Choose your contribution payment method:
Electronic Funds Transfer (EFT) or
Direct Debit (remember to tick the Direct Debit confirmation box if you choose this option).
Step 5:
Choose your contribution processing method:
Option 1: Direct entry to enter employee contribution payment details manually
suitable for 100 employees or fewer (see pages 3-5 for details),
or
Option 2: File upload to generate a contribution upload file from your payroll system
(see page 6 for details).
Step 6:
Click Finish
You can now start using Cbus Clearing House to submit all your employee super contributions.
Setting up more than one employer under your business? Read How do I set up multiple employers? on page 7.
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 3
Option 1: Direct entry
Before you can process online contributions, all your employees need to be set up in the Clearing House system.
You have two options to set up employee details for online contributions.
1. Manually set up your employees
2. Upload an Employee File (bulk employees)
1. How to manually set up employees
1.
2.
3.
4.
5.
6.
7.
8.
9.
Click on View Employee
Click on Create New Employee
Complete all employee personal and employment details
Click Save
Enter employee fund details
Click Next
Confirm details
Click Save
Repeat process until all employees are set up
2. Upload an Employee File (bulk employees)
Contact our service centre on 1300 361 784 or visit www.cbussuper.com.au/upload if you want to know more
about this option.
Once all your employees are set up in the Clearing House, you can process your online
contributions:
1
Click on Create New under the Online Contributions Tab
2
Enter your contribution period dates
3
Click Next
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 4
Option 1: Direct entry via manual entry (continued)
4
Enter the contribution details for employees
5
Click on Save and go to Summary
6
Your contribution status at this stage is ‘New’
7
Check any warnings or alert messages
8
Click Submit
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 5
Option 1: Direct entry via manual entry (continued)
9
Click Confirm
Your contribution status has now changed to ‘Authorised’. This confirms payment details have been
provided and payments can be made to the Clearing House.
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 6
Option 2: Contribution file upload
Go to the Sample Quick Super V2.csv file at www.cbussuper.com.au/samplecsv
Complete the following mandatory columns:
(This is your Cbus Clearing House employer ID –
you’ll find it in your confirmation email)
You can look this up on the Clearing House
website (click on the Funds button)
This is the employee’s super fund member number
Contribution period start date
Column C
Contribution period end date
Column D
Employer ID
Column E
Family Name
Column H
Given Name
Column I
Date of Birth
Column L
Address Line 1
Column R
Suburb
Column V
State
Column W
Postcode
Column X
Fund ID (SPIN)
Column AC
Member ID
Column AF
Tax File Number
Column N
If you need help to run the payroll report required to complete the spreadsheet, go to the Contribution file
specification guide at www.cbussuper.com.au
When your file is ready to upload, login to Cbus Clearing House, click Upload File and follow the on-screen
prompts.
Troubleshooting
If your file upload fails
If there is an error in your file, Cbus Clearing House will produce an error report
showing what type of errors have occurred.
Common errors
Wrong date format: the date format in the Cbus Clearing House must be in the
same date format that is in your .CSV file.
No suburb matching that post code: either the wrong post code has been entered
for the suburb or the suburb is spelled incorrectly e.g. Saint Helena could be St Helena
or Mt Eliza could be Mount Eliza. Go back to your .CSV file, amend the records and
upload your file again.
For further information on errors, see the Contribution file specifications guide at
www.cbussuper.com.au, pages 21-28.
Quick
Facts
How to set
up your
Cbus Clearing
House account
page 7
Cbus Clearing House FAQs
Can I change my contribution payment method?
How do I create multiple account users?
Yes, you can change how you pay and process your contributions at
any time. Just click on Administration in the Clearing House menu,
then Payment method and follow the prompts.
You can give multiple staff access to Cbus Clearing House, including
assigning different authority levels to staff members depending
on their role.
Can I set up my account for multiple
employers to use?
Step 1:
Click on Administration on the tool bar on the
left hand side of the screen
Step 2:
Click on Users
Step 3:
Click on Create New User
Step 4:
(If you originally set up your account as a single employer,
contact our service centre on 1300 361 784 to access the
Multiple Employer option).
reate a login name for the new user
C
(at least 6 characters long) then enter their
name and email address.
Step 5:
hoose their access level by clicking the radio
C
button for that level.
How do I set up multiple employers?
Step 6:
nter your password to approve the new user creation
E
and press Save. The new user will automatically be sent
their user ID for Cbus Clearing House service and
their initial password to log in.
Yes. If you’re paying contributions for more than one business,
you can set up your employer account for multiple employers
when you register.
Before you start: make sure you have the ABN and banking details
for all the businesses you pay super for within your employer group.
Step 1:Click on View Employers on the tool bar on the left side
of the screen.
Step 2:
I f you have already registered any employers, they will be
listed on screen. To create additional employers click on
the Create New Employer button.
Step 3:
nter the ABN of each additional employer and click
E
the Lookup button. If the correct employer business
appears, click NEXT.
Step 4:
hoose the registered business name or business
C
trading name, or create another employer name for this
business.
Step 5:Create an identifier for this business using your Cbus
Clearing House employer ID (see your confirmation
email) and any other details you choose. Enter the
identifier into all contribution submission files you create
for that business.
Step 6:Create a fund relationship between your business and
your default super fund by entering the fund’s name and
your Cbus Clearing House Employer Number. This will
ensure all contributions you make to your default fund will
be applied against your employer account.
Step 7:Supply and confirm banking details for every additional
business you create.
Like to know more?
You can visit www.cbussuper.com.au,
email [email protected]
or give Cbus a call on 1300 361 784.
What if my employee is in a Self-Managed
Super Fund (SMSF)?
Cbus Clearing House holds a master list of more than 800 super funds
including most industry and retail funds. However, if your employee
has an SMSF, you will need to create the fund in the Cbus Clearing
House system. To create an SMSF you will need:
its ABN
its banking details so contributions can be remitted to it
a valid email address for it so Cbus Clearing House can
send a remittance advice with the contribution
Step 1:
Click on the Funds tab on the left hand side.
Step 2:Click on Create New Fund at the bottom of the funds list.
Step 3:
Enter the ABN of the SMSF.
Step 4:
If the SMSF details on screen are correct click NEXT.
Step 5:
nter a fund identifier for the SMSF which must
E
include your employer ID (see your Cbus Clearing House
confirmation email) and a reference to the SMSF so you
can identify it in future.
Step 6:
hoose either Cheque or Direct Credit as your
C
payment method.
Step 7:
I f you chose Direct Credit, provide the BSB and account
number for incoming contributions to the SMSF and an
email address to send the contribution remittance.
Step 8:Click Create Fund to add the SMSF to the fund
listings table.