Release Notes & Updates
Release Notes - Dec 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: Resolved issue within C&C for SMSF pension payment amounts being ...
Release Notes - Dec 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: SMSF SoA template now available in AdviceOS Update to ASFA ...
Release Notes - Nov 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: Enhancement to the FDS management section to allow advisers to ...
Release Notes - Nov 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: Enhancement to the FDS management section to allow the initial ...
Release Notes - Oct 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: Enhancement to include brokerage minicodes to relevant templates ...
Release Notes - Oct 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: Enhancement to include brokerage costs within both TPA and ...
Release Notes - Sept 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: Drag & Drop functionality now available in Digital Portal ...
Release Notes - Sept 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: Updated Centrelink rates to reflect September 22 changes ...
Release Notes - Sept 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: Enhancement to include additional fields in the Client Search ...
Release Notes - Aug 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: Improved functionality to allow drag and drop of files into ...
Release Notes - August 2022 #1 & Needs Analysis Enhancements
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: Resolved issue with certain folders and their logic with sharing ...
Release Notes - July 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: New minicodes for templates related to fixed term agreements and ...
Release Notes - July 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: Resolved issue with FDS logic when working with KRIS reporting ...
Release Notes - June 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: Legislative changes for the 2022/23 financial year New ...
Enhancements to Midwinter default SoA template
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 ...
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 ...