SuperStream is the Australian government standard for how to process and send superannuation contributions and data electronically between employers, APRA-regulated funds, self managed superfunds and the ATO.
Required packages and permissions
Available with: Lumary Payroll. You must also be set up as an Authorised Contact for lodgements.
Supported in: Lumary DC, Lumary WFM
This article covers how to:
Prior to creating a SuperStream batch, ensure you have at least one successfully processed pay batch with the Payment File Released status.
A lodgement can only be created once per Pay Batch for each filter type (All, Employer, or Employee). If a SuperStream Pay Batch lodgement has already been created using the Employer filter, you may still create a lodgement using Employee or All, but not another one using Employer.
As of 1 July 2026 employers will be required to pay Superannuation Guarantee (SG) contributions every pay cycle and contributions must be received by the respective employees' superfund(s) within seven business days of pay day (subject to some limited expectations such as new employees).
Create a new superannuation lodgement
- Navigate to the Lodgements App and select Lodgements AU from the navigation bar.
- The All AU Lodgements is the default pinned list view. You can change this if you wish.
- To create a new lodgement, click on the New button on the right hand side of the Lodgement AU list view page.
- On the New Lodgement AU pop-up, select SuperStream and click Next.
- Click on the plus button in the top left hand corner of the Superannuation Lodgement Manager page.
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- Populate the Step 1 filters for the new lodgement.
The following table explains the purpose of the fields in the Step 1 Select Filters panel. Mandatory fields are marked with an asterisk.
| Field | Purpose |
|---|---|
|
* All / Employer / Employee |
You can create lodgements and reports for Employer, Employee, or All contributions. If you don’t need separate employer or employee reporting, simply keep the default All contributions selection. |
| *Payment Entity | The employing organisation. You can add up to 5 employment entities |
| *Schedule | This is the frequency of the pay roll. You can add up to 5 schedules |
| Pay Batches | You can add up to 5 pay batches that have the Payment File Released Status |
| *Payment Date from | The first day when the lodgement period starts for this lodgement |
| *Payment date to | The last day, when the lodgement period ends for this lodgement |
Once all the mandatory fields have been populated, the greyed out and unavailable Pay batch Search button will become available.
- Click on the Pay batch Search button. This will bring up a list of any / all pay batches that match the information provided in Step 1 which have not yet been lodged for SuperStream in a new panel titled Step 2 Select Pay Batches.
- To create the SuperStream report, select the required pay batch(s) by ticking the checkbox(s) and clicking the Create Superannuation Lodgement button.
- On the Superannuation Lodgement Manager Page a new SuperStream batch will be created with the status SuperStream Data Created.
- Next you can review the details of the SuperStream batch.
If you need to amend the filters and start again at any of the steps above, you can click on the Reset all Filters button.
Note if your filters do not pick up any pay batches, you will get an error message which reads No Pay Batches were selected based on your search criteria. Please amend your search and try again. You will need to reset your filters for the system to pick up relevant / related pay batches.
Review the SuperStream batch
- You can review the details of individual records by clicking on the drop down arrow on the right hand side of each record.
- To check the details of the payee or contributions record select the View/Edit Button from the drop down.
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- When all relevant information has been reviewed, the next step is to finalise the lodgement.
For the SuperStream Lodgements to send successfully, ensure the Payee’s record is complete. Ensure all other details are correct. Funds or providers have different requirements e.g. address, birth date, gender, phone and mobile.
Finalise the lodgement
- Click the Finalise icon and select the Confirm button.
- A pop up message will appear. Click on the Confirm button on the pop up message.
- You will see a message stating 'SuperStream data confirmed successfully.' Click on the Confirm button on the pop up message. The status of the SuperStream batch will change to SuperStream Data Confirmed.
- Next select one of the four (Super Choice, Quick Super, One Path and SAFF) options of the report as required.
- Click on the Extract Data button.
- Click on the Confirm button on the Extract data pop up. The data will start extracting. You will see the status of the SuperStream batch will change to SuperStream Data Extracting and then SuperStream Data Extracted. You will then see a message stating 'Extraction process Completed Successfully'.
- Next select one of the four, file format (Super Choice, Quick Super, One Path and SAFF) options of the report as required, from the Extract Data.
The format you choose will be dependent upon the format required by your superannuation fund / clearing house.
Be aware of any requirements based on your current processing in your payroll software.
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A file will download to your computer. The file can be opened to review or moved to another folder if required. The file is ready to be uploaded or sent to the clearing house or superfund(s). If you choose to open the csv file, it's recommended to use a text editor to review, rather than a spreadsheet application, to ensure there is no interference with the required formatting of fields.
The same file can be accessed from the Files section of the lodgement record's related list.