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.
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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 ...
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.
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.
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 ...
Superannuation
Introduction In the Super menu you can view your client's amalgamated superannuation balances into one single value to help model strategies around building wealth into retirement. You can locate the Super section by navigating to Modelling > ...