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.
Related Articles
Release Notes - August 2022 #1 & Needs Analysis Enhancements
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Resolved issue with certain folders and their logic with sharing ...
Release Notes - July 2023 #2
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: C&C Age Pension override functionality The buy and sell ...
Release Notes- September 2024 #1
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Update ASFA Retirement Standards New minicodes for Trust & Company SOA & Quick Print New Mercer Admin ...
Release Notes - June 2022 #2
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Legislative changes for the 2022/23 financial year New ...
Release Notes - October 2023 #2
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Introduced the ability for client consent for future fee ...