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. ...
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.
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.