Ending or Changing Enrollments
The ATO requires employers to allow employees to change their superannuation enrollments once every 12 months. However, employers can allow employees to make changes more frequently. Using the processing options for the Employee Fund Allocation program, you can specify the amount of time that an employee must wait before ending or changing an enrollment record. For example, if the organization allows employees to change enrollment information once every 12 months, you can enter 365 (days) in the processing option.
The system uses the start date on the enrollment record to determine if the required number of days has passed before allowing a change. If you try to change an enrollment record before the minimum number of days has passed, the system issues an error. You can also specify, in the processing options, whether users can override the minimum number of days requirement. If you enable this option, the system allows the change without displaying a warning or an error.
To end enrollment in a fund, we recommend that you enter an end date on the enrollment record. You can delete an enrollment record only if all of these criteria are met:
No history exists for the enrollment record in the F0719 table.
The enrollment record is not required.
The required number of days has passed since the enrollment start date, or the processing options are set to allow overrides.
Enrollment records can only be deleted when they are not entered as required fund. Additionally, they cannot be deleted when DBA Transaction Detail History (F0719) records exist for the employee and fund.
Typically you delete an enrollment record only if it was entered accidentally. In all other cases, we recommend that you enter an end date to end enrollment in a fund. Entering an end date enables you to review complete historical information about an employee's superannuation enrollment.