Member Finance Details

The Member Finance Details report allows authorized users to obtain Members' financial information. Within the report screen, there are four report options that provide specific information depending on what is selected.

 Finance

 ·       Member Name

·       Member ID

·       Qualification

·       Tax Obligation Table

·       Additional Obligations

·       Primary Pay level

·       Mobile Number

·       Email ID

·       Address

Banking

 ·     BSB

·      Account Number

·      Account Name

·      Bank Branch

·      Bank Name

·      Bank State

·      Bank Status

·      Percentage to be paid into account

HELP/SFSS

·     Tax File Number

·    Tax scale Superannuation

·    STSL Repayments      

·    SSFS/Student Loan Repayments

Superannuation

·    Fund Type                             

·    Fund Name                             

·    Fund Number

Authorised Users can access the report by selecting:

Reports > Member > Member Finance Details

 

Finance

Banking

STSL/SFSS

Superannuation