Release Notes & Updates
Release Notes - June 2022 #1
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: UI enhancements for record headers running off the page and ...
Release Notes - May 2022 #1
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: New widget enhancement for the dashboard allowing advisers to be ...
Release Notes - March 2022 #3
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: Updates to Centrelink rates & thresholds Enhancement to ...
Release Notes - March 2022 #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: Update to Client Focus Search Update to to Centrelink deeming ...
Release Notes - March 2022 #1
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: Access to Target Market Determination reports via TPA / ...
Release Notes - April 2022 #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: Update to legislative changes for minimum pension drawdown rates ...
Legislative Changes 2022
We are making some updates to keep our software in line with legislative changes. These include updates to: Super contribution Super income stream Social security and aged care Taxation Self-managed super funds Income protection We have included a ...
Release Notes - April 2022 #1
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: Tax frequency issues for certain clients Resolved an issue with ...