Super Fund Name Lookup tool user guideVersion: 7.2
You can use the search box at the top of every page or the advanced search to search Super Fund Lookup one record at a time. However, if you have multiple fund names to lookup, the Name Lookup tool may assist.
The Name Lookup tool allows you to easily and efficiently do multiple searches on Super Fund Lookup using names recorded against an ABN.
This tool allows you to enter names where you do not know the ABN. Then, with the press of a button, you can retrieve matching fund names and corresponding ABNs from Super Fund Lookup.
For the technically minded, the tool has been developed using the Super Fund Lookup Web Services.
- Microsoft Excel 2010 or higher with macros enabled. Please refer to the product documentation to find out how to enable macros for your version of Excel.
- To use the Name Lookup tool you must be connected to the internet
Downloading the tool
To download and start using the tool, simply agree to the terms and conditions for access to the tools download page.
If you download the tool from the Super Fund Lookup web site, you need to save and open the tool using Excel rather than opening it from within the browser. Running the tool from within the browser may generate a Run Time Error.
Launching the Name Lookup tool
From the saved location, open the Name Lookup tool using Excel.
Macros must be enabled for the Name Lookup tool to work. Depending on the version of Excel and your macro security settings, you may need to enable macros when you first open the tool. Please refer to the product documentation for more information on enabling macros for your version of Excel.
Using the Name Lookup tool
For demonstration purposes the Name Lookup tool is pre-populated with the names of a number of government funds.
To perform your own searches, simply replace the contents of Column A (Fund name) with your own fund names.
NOTE: When entering names into Column A, do not leave any empty rows as the lookup process terminates when it reaches the first empty row.
Click the Start Lookup button located at the top of the Criteria worksheet. The Name Lookup dialogue box will appear.
Provided you are connected to the internet, when you click the Start button a request is sent to Super Fund Lookup for each Fund name listed in Column A. Matching names are returned and used to populate the Matching Records worksheet. The process can be halted at any time by clicking the Cancel button.
Search results explained
The Name Lookup tool contains two worksheets:
- Criteria: used to enter search criteria
- Matching Records: used to display search results
The worksheets are described below.
Enter your search criteria into the Criteria worksheet.
|D||Active funds only (Y/N)||
Matching Records worksheet
Search results are displayed in the Matching Records worksheet.
|E||Match score (%)||
Run time error
The Name Lookup tool has been developed using Microsoft Excel. Whilst you can open Excel spreadsheets from within the browser window, the functionality required to be able to run the tool may not be available. If you attempt to run the lookup process from within the browser, Run Time Errors may be generated. Depending on how your machine is configured, these Run Time Errors will include Error '91' or Error '9'. Whilst other errors are possible, these are the most common.
In order to run the tool, save the file then open and run the spreadsheet from the saved location using Excel.
The Name Lookup tool contains macros. The macros must be enabled for the tool to work correctly. Please refer to the product documentation to find out how to enable macros for your version of Excel.
Error connecting to the internet
To use the Name Lookup tool you must be connected to the internet and your firewall configured to allow Excel to access the internet.Top