How to link Insurance policy with Super- SuperLogic 2.0

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

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