Enhancements to Midwinter default SoA template

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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