Release Notes - July 2023 #2

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 instructions table has been added in the Midwinter Transitions quick print template and in the Transitions section of the Full SoA template.

  • Issue resolved with SMSF partial rollover

Regards,

Midwinter Team


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