Client accounting: Distribution to Members within Superfunds

This support note applies to:

  • AE Statutory Reporter (NZ)

  • AE Statutory Reporter (AU)

  • AO Statutory Reporter (AU)

  • Workpapers (NZ)

  • AO Workpapers (AU)

  • AE Workpapers (AU)

Article ID: 61213592

For Superfund reporting within Client Accounting, you need to allocate earnings and distributions to members.

To allocate the earnings, add a journal to the workpaper and then allocate the distribution of profit or loss.

To open the journal
  1. Go the client and select the Client Accounting tab.

  2. In the Workpapers tab, open the workpaper period.

  3. On the left side panel, select Add under Journals.

Use the table below to process the distribution of profit or loss through member's accounts. 

Account

Description

Sign

Profit Distribution

550 03

Distribution to members

Debit

551 02

Allocated Earnings (for member 1)

Credit

552 02

Allocated Earnings (for member 2)

Credit

55# 02

Allocated Earnings (all required members)

Credit

Loss Distribution

550 03

Distribution to members

Credit

551 02

Allocated Earnings (for member 1)

Debit

552 02

Allocated Earnings (for member 2)

Debit

55# 02

Allocated Earnings (all required members)

Debit