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Datafeeds
This guide will provide an overview of: Registering for datafeeds Mapping Investment Link datafeeds Unmapping Investment Link datafeeds Adding datafed Accounts to the Client Fact Find Refreshing a datafed Account Registering for Datafeeds To set up ...
Practice Management Webinar Series - Parts 1 to 4
The following webinars are a four part series focusing on ongoing practice management within AdviceOS. They are aimed at reviewing areas of AdviceOS that may be a little more complex, potentially for Office Managers or Senior Admin staff who may want ...
Fee Disclosure Statement
1. Introduction Fee Disclosure Statements (FDS’) are legislated requirements under the Corporations Act 2001 with the most recent changes to this legislation coming into effect 1 July 2021. The documents and associated processes intend to ensure ...
Superannuation
Introduction In the Super menu you can view your client's amalgamated superannuation balances into one single value to help model strategies around building wealth into retirement. You can locate the Super section by navigating to Modelling > ...
Fixed Term Agreement
Introduction Fixed Term Agreements (FTA) allow a licensee or practice to charge a client fees for a period of 12 months or less and who do not wish to sign up for an ongoing fee arrangement. There are instances where this can be greater than 12 ...