AdviceOS Template - Recommended vs Alternative scenario

AdviceOS Template - Recommended vs Alternative scenario

We have added product replacement statement table for 'recommended vs alternative scenario (1,2,3)' in the Midwinter SOA template in the following sections:

  • Superannuation
  • Retirement Planning
    • Super and Pension
    • Account based pension
  • Investment planning

The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.

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