This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client. ...
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 ...
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.