If the client has an insurance policy for which he/she wants the premium to be paid from the Superfund, then you have to select Superfund as the owner of the policy while adding the policy in Insurance>Existing policies.
Once you are done with adding the insurance policies in the Insurance section then you have to come to Superannuation>Existing Superfunds. The Superfund card will look like the below:
Open this card and you will notice that a new row by the name of “Policy Details” has been added below Pension Details:
When you click on the icon to expand you will be able to see the below-mentioned information:
- Name of Insurer
- Policy Status
- Premium Amount along with frequency
- Sum Insured Amount
