Context: This guide details how to add and remove default funds within the Employer Portal.
How to Add a Default Fund
Select Settings
Navigate to the Default Funds page.
Click + Add another fund.
A popup box opens.
In the popup, search for your fund by:
Fund Name OR
USI OR
ABN.
Select the correct fund from the search results.
Enter your Employer ID in the text box (max 30 characters).
Employer ID is mandatory and validated on entry.
Click Add Default Fund.
The fund details are added to your list of default funds.
A toast message confirming success appears in the top-right corner.
How to remove a Default Fund
Important: If there is only one default fund, the delete option will not be visible. Additionally, if there is a sponsored default fund, it cannot be deleted.
In the list of default funds, open the three-dots menu next to the fund you want to remove and select Delete.
2. A popup box appears asking you to confirm the deletion.
Confirm deletion.
The popup closes.
A toast message appears in the top-right corner confirming the fund has been deleted.