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Collapsing multiple pension funds to a single... Expand / Collapse
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Posted 16/01/2014 11:24:40 PM
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Last Login: 20/03/2017 5:06:51 PM
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In my pension fund I have a member with two pension accounts and my accountant now wants combine the two accounts into a new 3rd pension fund account.

Presently to do this I need to set up new member account that's marked as being in pension mode and enter a number of transfer-out/transfer-in journal entries.

Could this be something that's automated under "Superfund Administration" on the Member Funds screen?
Post #4942
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