2023 YR PENSION PAYMENT SUMMARIES

Karl Beste

• 30 June 2023 00:13

I cannot seem to produce a PAYG pension summary report for one of my Funds in BGL SF360.

 

Can you please assist?

 

1

• Official comment

  

  Christopher Banks

  • 01 August 2023 05:17

  Hi Karl,

  Thank you for reaching out to us.

  If you are unable to produce a PAYG pension summary from the reports screen, it is because you will need to produce the PAYG payment summary report in Compliance > PAYG payment summary, select either the pension payment or lump sum payments and click the down arrow in the action section, click all reports, then click the PAYG pension summary.

  This will generate the summary, as well as now allow you to generate the summary in the reports screen.

  Thank you for the question and I hope the above answers your question.

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