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.

    • Related Articles

    • Enhancements to Midwinter default RoA template

      With the upcoming release on February 16th 2023, we have made enhancements to the default Midwinter RoA template to help improve your experience when creating advice documents within AdviceOS. The attached guide explains the changes we have made.

    • Enhancements to Midwinter default SoA template

      With the upcoming release on June 30th 2022 we have made several enhancements to the default Midwinter Statement of Advice template and included a number of new recommendations to help improve your experience when creating advice documents within ...

    • SMSF SoA Template Guide

      Midwinter has created a new SMSF SoA template where advice can be provided specifically for a SMSF entity. The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.

    • Trust SoA Template Guide

      Midwinter has created a new Trust SoA template which can be used to provide advice to a Trust entity. The attached guide provides you with instructions as to how you can access the new template and generate an advice document for a Trust.

    • Product Comparison

      Introduction Midwinter has been providing product comparison tools since the release of our Reasonable Basis comparison tool in 2007. Overview Product Comparison can be used in conjunction with our Total Portfolio Analysis (TPA) feature for product ...