From 1 July 2025, the super guarantee (SG) rate will increase from 11.5% to 12%. The new rate will be used to calculate super on payments made to employees on or after 1 July.
Preparing your workforce for the SG increase.
From 1 July 2025, the super guarantee (SG) rate will increase from 11.5% to 12%. The new rate will be used to calculate super on payments made to employees on or after 1 July - Superannuation Guarantee (Administration) Act 1992.
Note: If the employee is already on the Super guarantee contribution type, then the contribution will automatically updated to 12%.
How to bulk update the new rate in Definitiv
Please follow the below steps:
1.Navigate to Admin, Miscellaneous, Data Import, Employee Data.
2. Select Employee Import – Export as Excel.
This will save to your Downloads file, but this is dependent on your computer settings.
3. Delete unrequired tabs:
Open the spreadsheet and delete all tabs except for Super Contributions. To do this hold down the Ctrl key and click on the tabs. Right-click and select delete.
4. Save a backup:
Save a copy of the spreadsheet before making any changes to ensure you have a backup for importing if any errors are made moving forward.
5. Sort the data:
First, sort your spreadsheet column Super Pay Item Code, the employer contribution is generally S01 but please ensure you have checked this for your company as every company is slightly different. Using the filter, restrict the view to only show ‘ongoing’ contributions on the Cease date and Percentage on type. Do not delete or clear any information.
6. Highlight other super codes:
Next, look for any S02 and S03, these items are ordinarily salary sacrifice and voluntary contributions that we do not want to change, colour this so you can easily identify this and know that this does not need to be updated. Remember, Do not delete this information.
7. Add new S01 data:
Scroll to the top and take a copy of your S01 data, paste it starting from the blank line directly under the current data within the spreadsheet, and colour this data so you can easily identify it.
Update the following columns:
Id (Hidden column A): Clear the Contribution ID for the new S01 contribution items, so that the old data is not overwritten.
Action: Update to Add.
Commencement Date: Update to 01/07/2025.
Cease Date: Ensure it is recorded as Ongoing.
8. Update to Super Guarantee (Optional):
Whilst you are making updates, we strongly encourage you to update to the Type of Super Guarantee. This value is controlled by the Superannuation Guarantee settings in Organisation Settings and means you never have to worry about updating your contributions for future increases.
Update the following columns:
Type: Update to Super Guarantee
Percentage / Fixed Amount: Clear any values from this column
Example:
9. Update to Use Current Fund (Optional):
Another enhancement introduced was the concept of Use Current Fund. This allows you to transfer unpaid Super Contributions to an employee’s new fund without the requirement of processing a payrun.
Update the following columns:
Fund: Clear any values from this column. Note: This functionality will only commence on the contributions from 01/07/2025 anything prior to this date may still require a payrun to transfer the funds.
10. Cease date old S01 data:
Scroll to the back where the current contributions are.
Update the following columns:
Action: Update to Update
Cease Date: Update to 30/06/2025
IMPORTANT NOTE: You must enter the cease and commence dates of your Super Guarantee as the dates advised above. Even if your pay calendar may start earlier, the Top Up processor will add any amounts not calculated at the current rate in your payrun.
11. Re-sort data:
Lastly, re-sort the data in the following order to ensure it imports correctly and successfully. a. First - sort by Employee Number. b. Then - sort by ID. c. Lastly - sort by Contribution Type.
12. Save and upload:
Save your spreadsheet, upload it into the system, and then run spot checks to ensure everything is working correctly. We suggest having a peer do a review beforehand to make sure everything has been captured and nothing has been missed.
While this update can be managed via the employee master record directly, our resources will illustrate to you how quick and easy it is to update your entire workforce in one go.
Want the Access Definitiv team to manage the increase?
We understand not every client will want to manage this update internally. Therefore, if you would like assistance, please don't hesitate to log an Optimisation Services (Consulting) ticket via the Access Customer Success Portal.