The Contributions Summary Report provides a summary of the following:
- Member Details
- Date of Birth
- Member Code
- Contribution Amounts
- Concessional Contributions
- Non-Concessional Contributions
- Other Contributions
- Total Contributions
There is also an option to add a signing line for the member to confirm the contribution amounts for the financial year.
External Contributions that have been added will also display on the report. A footnote line will further explain that "Contribution obtained from information external to current fund's transaction records. The amount is per individual across all funds".
How to prepare
This report can be downloaded directly from the Superstream Dashboard after selecting the relevant fund:
Alternatively, the report can be generated from the reports screen:
|From the Main Toolbar, go to Reports.||
To download an individual report in PDF, Word or Excel format:
- On the left hand side of the Reports screen, search for the Report.
2. Select the green arrow to add the report to the Report Pack List.
3. Select Settings.Show Comparatives
Select Yes to display contribution amounts for both previous and current financial years on the report.Show Member Declaration Sign Line
Select Yes to display a declaration section and a signing line for the member to confirm the contribution amounts made during the financial periods.
- Select either Download PDF, Download Word or Download Excel.
You can also add these reports to a Report Pack. See Reports for instructions.