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 AdviceOS.
The subtopics with new recommendations include Superannuation, Contributions, Debt Management, SMSF and Estate Planning, and a new sub topic for Investment Choice.
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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