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 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 ...
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.
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 ...
Chant west codes in the Midwinter SOA template will no longer be available after Chant west is deactivated. Users who have customised SOA templates that don’t have Omnium codes will need to copy the codes from the Midwinter SOA template by replacing ...