The system uses the ATO's Free Super Fund Lookup service to verify the ABN, registered name and status of self-managed super funds (SMSFs) with an ABN. It covers SMSFs as well as funds regulated by the Australian Prudential Regulation Authority (APRA). Other contacts with an ABN or ACB can be verified using the Australian Business Register’s Free ABN Lookup service.
Verifying SMSFs
- Go to the contact’s contact detail page.
- In the Verification section Free Super Fund lookup module, click Verify with Super Fund lookup.
- The lookup provides a status which will be displayed in the module. The details of each status is detailed in this article from the ATO.
- The registered trust name will also be returned by the lookup and displayed below the status. The full verification details returned by the lookup can be viewed by clicking the View full verification details link.
Supplying an ABN
You may need to supply an ABN before being able to verify using the lookup. To add an ABN:
- In the Identification details section of the contact detail page, click Edit.
- For the question Does this trust have an ABN? select Yes.
- Enter the ABN. At this point you can also run a free ABN lookup to fetch the registered trust name by clicking Fetch trust name.
- Click Save.