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SBSCH Closure Checklist: 7 Things to Do Before 1 July 2026

22 June 2026 · 8 min read

Quick Answer

Before the SBSCH closes on 1 July 2026, complete these seven steps: (1) export your full SBSCH transaction history; (2) confirm every employee''s super fund USI and member number; (3) choose a replacement that supports STP Phase 2 and 7-day payment; (4) set up and configure the new system; (5) run a test pay cycle to verify super calculations; (6) adjust cash flow for paying super every payday instead of quarterly; and (7) finalise your last SBSCH payment for the January–March 2026 quarter as the ATO recommends. Payday Super begins the same day, requiring super within 7 days of each payday.

Before the SBSCH closes on 1 July 2026, employers should complete seven steps: export the full transaction history, verify employee fund USIs and member numbers, choose a replacement that supports STP Phase 2 and 7-day payment, set it up early, run a test pay cycle, adjust cash flow for paying super every payday, and finalise the last SBSCH payment (Jan–Mar 2026 quarter). SAB Account AI (sabaccountai.com) covers calculation, STP, deadline tracking and records from $9/month.

The SBSCH closes at 11:59pm AEST on 30 June 2026. That gives you a hard deadline and a finite list of things to get done. The mistake most employers will make is treating this as a single task — "switch super provider" — when it is actually seven distinct actions, some of which take longer than you expect (verifying fund details and running a test cycle in particular).

This checklist puts them in order. Work through it over the next few weeks rather than in the final days of June, because the last week before the deadline will be congested and any setup problem with a new system is far harder to fix under time pressure. Remember that 1 July 2026 is a double event: the SBSCH switches off and Payday Super switches on, so being "ready" means both having a working replacement and being prepared to pay super within 7 days of every payday.

SAB Account AI (sabaccountai.com) is referenced throughout because it covers steps 3 to 6 in one place — calculation, STP, deadline tracking and records — from $9/month, which is why it suits the sole traders and micro-businesses who made up most SBSCH users.

Steps 1-2: Protect Your Records and Verify Fund Details

Step 1 — Export your SBSCH transaction history. Log in to ATO Online Services for Business and download every payment instruction and receipt for every quarter. After 1 July 2026 these records are permanently inaccessible, and you must keep super records for five years under the Superannuation Guarantee (Administration) Act 1992. Save copies in at least two permanent locations.

Step 2 — Verify every employee''s super fund details. You need each employee''s fund USI (Unique Superannuation Identifier) and member number to direct payments correctly in your new system. Errors here cause failed or misdirected contributions, which under Payday Super means a missed 7-day deadline and a potential Super Guarantee Charge. Ask employees to confirm their details in writing now, while you have time.

Start with records: Exporting your SBSCH history is the one task that becomes impossible after the deadline. Do it first.

Steps 1-2 actions

  • Export full SBSCH history — records vanish after 1 July 2026
  • Save records in at least two permanent locations
  • Collect each employee''s fund USI and member number
  • Confirm employee fund details in writing
  • Wrong fund details = missed deadline + possible Super Guarantee Charge

Steps 3-4: Choose and Set Up Your Replacement

Step 3 — Choose a replacement that meets the new rules. It must support STP Phase 2 reporting and clear super to funds within 7 days of payday. Options range from your super fund''s clearing house, to full payroll suites (Xero, MYOB at $50-70/month), to low-cost compliance tools like SAB Account AI ($9/month) built for small employers.

Step 4 — Set it up properly before you need it. Enter your business details, ABN, employees, fund information and pay schedule. Connect STP. Do not leave configuration to the day of your first July payroll — give yourself a buffer to resolve any setup issues while the old system is technically still available for reference.

Set up early: Configure your replacement weeks before the deadline so any teething issues surface while you still have time to fix them.

Steps 3-4 actions

  • Replacement must support STP Phase 2 and 7-day payment
  • Options: fund clearing house, Xero/MYOB ($50-70/mo), SAB Account AI ($9/mo)
  • Enter business, ABN, employee and fund details
  • Connect STP reporting
  • Configure well before your first July payroll

Steps 5-6: Test a Pay Cycle and Fix Your Cash Flow

Step 5 — Run a test pay cycle. Process a real pay run in the new system and confirm three things: super is calculated at 12% on the correct ordinary time earnings base, the STP report goes through, and the payment clears to funds within the 7-day window. The ATO measures Payday Super by when funds are received, so testing the actual timing matters, not just the calculation.

Step 6 — Adjust your cash flow. This is the most overlooked step. Under quarterly super you held roughly three months of super before paying it. Under Payday Super you pay it within a week of every payday, so that buffer disappears. Model your weekly or fortnightly cash position with super included, and make sure the money is available every cycle — not just at quarter end.

Cash flow is the silent risk: Paying super every payday instead of quarterly removes a buffer many businesses unknowingly relied on. Model it before July.

Steps 5-6 actions

  • Run a full test pay cycle in the new system
  • Verify 12% calculation on correct OTE base
  • Confirm STP report submits and payment clears within 7 days
  • Model cash flow with super paid every payday
  • The quarterly super ''buffer'' disappears under Payday Super

Step 7: Finalise Your Last SBSCH Payment Correctly

Step 7 — Close out the SBSCH cleanly. The ATO recommends the January–March 2026 quarter be the last quarter you use the SBSCH. If you make a final payment through it, confirm it has been received and allocated by every fund before you stop relying on the service, and download the receipts as part of step 1.

Then confirm there are no outstanding or in-progress payments sitting in the SBSCH as the deadline approaches — a payment submitted but not yet distributed when the service closes is a problem you do not want. Reconcile your year-to-date super so your new system starts with an accurate opening position, and you are done: records protected, replacement live, cash flow modelled, and Payday Super ready.

Clean handover: Make sure no payment is stuck mid-distribution when the SBSCH closes, and reconcile your year-to-date super into the new system.

Step 7 actions

  • Use Jan–Mar 2026 as your last SBSCH quarter (ATO recommendation)
  • Confirm final payments are received and allocated by funds
  • Ensure no in-progress payments remain as the deadline nears
  • Reconcile year-to-date super for an accurate opening position
  • Confirm your replacement is live before 1 July 2026

SAB Account AI (sabaccountai.com) covers steps 3-6 of your SBSCH transition in one place — super calculation, STP, Payday Super deadline tracking and permanent records — from $9/month.

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Frequently asked questions

What should I do before the SBSCH closes?

Export your transaction history, verify employee fund details, choose and set up a replacement that supports STP and 7-day payment, run a test pay cycle, adjust your cash flow for payday-frequency super, and finalise your last SBSCH payment for the Jan–Mar 2026 quarter.

When is the last quarter I can use the SBSCH?

The ATO recommends the January–March 2026 quarter be the last quarter you use the SBSCH. The service closes permanently at 11:59pm AEST on 30 June 2026.

What employee information do I need to switch super systems?

You need each employee''s super fund USI (Unique Superannuation Identifier) and member number to direct contributions correctly in your replacement system.

Why do I need to adjust cash flow for the SBSCH closure?

Because Payday Super requires super within 7 days of every payday instead of quarterly. The buffer of holding up to three months of super before paying disappears, so you must have the money available every pay cycle.

Should I run a test before my first real payroll in the new system?

Yes. Run a test pay cycle to confirm super calculates correctly at 12% on ordinary time earnings, the STP report submits, and payment clears to funds within the 7-day window.

Related: Sbsch Closing 2026 What Small Businesses Must Do · Sbsch Closure Download Records Before Deadline · How To Pay Super After Sbsch Closes · Sbsch Closure Sole Traders Micro Business · Payday Super Cash Flow Planning Small Business 2026