We’ve taken recommending superannuation rollovers to the next level of cool. OK, so it wasn’t on the first level of cool…and may still not even be on the ladder…
However, we’ve made it incredibly fast and easy to recommend a superannuation rollover through AdviserLogic.
We have assumed you will:
recommend rolling over all existing funds
recommend the same platform each time (one for small balances another for large – you set the threshold)
use model portfolios that match risk profiles
However, you can always
deselect some of the funds or reduce the amount being rolled over
select an existing fund or a totally different one
select a different model portfolio, edit an existing one or build a totally new portfolio
Once you’ve confirmed you’re ready to go, it will load all of this information into SuperLogic (our super comparison tool based on SuperRatings research data) so you can compare features and fees (including underlying assets).
Next step is to produce your Statement of Advice. Super Easy!
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Christmas is just around the corner. But don’t panic, I’m sure you’ve achieved plenty this year. Let’s achieve just a little more. Here are five things you can do to support your business before Christmas.
Thank you for your support throughout 2014. We wish to advise that our Support Team shall be on holidays from the 24th of December and shall return on the 5th of January.
If you require assistance during that period, you can still email email@example.com. However, you should expect that we will only respond to urgent queries and response times will be longer than our usual service standards. We will also be conducting a significant infrastructure upgrade over Christmas Day and Boxing Day and expect that during this period, there shall be some application downtime.
The last week has been a difficult time for Australians – especially Sydneysiders. We’d like to take this opportunity to wish you well over the holidays and that we should all have a peaceful 2015.
FOFA, the real F-word. I’m not going to sugar coat it. This legislation contains several onerous obligations for advisers that do not seem to be designed to protect consumers. Based on the current business models of most advisers, there will be a lot of additional compliance work to do. It will be expensive and uncomfortable. OK, I sugar coated it a little.
The good news is, although we may not quite love FOFA, at least we now know for sure that we’ve got it… I think.
AdviserLogic has closed a deal with SuperRatings that will initially see SuperRatings superannuation comparison service made available as a trial to all AdviserLogic users. Over the coming months, this service will be fully integrated with AdviserLogic in a similar fashion to our RiskLogic component.
We’ll advise users as the service and integration become available.
This is not a monumental enhancement. Just one of those little ones that go towards winning us awards such as the Investment Trends Ease of Use Award 2014. OK, shameless self promotion is over (for now).
In AdviserLogic, we let you set your own Categories. Client Categories, Task Categories, Document Categories, File Note Categories and many, many more. This is a great feature that lets you customise certain aspects of the application very easily. However, over time, it may require a bit of a clean up. So we’ve built two little features into Tools>Categories to help you.
Feature 1 – Category Reordering
The categories you create simply get added to the list in the order in which they’ve been added. This isn’t always ideal. No longer a problem – you can just drag and drop the categories into the order you’d like to see them
Feature 2 – Category Hiding
Let’s say you created a Client Category called 2013 Investors Conference Lead. You may still have prospects listed in the system for whom this category is appropriate, but you’ll never be applying the category to any client in the future. So the hide function let’s you hide this as an option for all client files unless it is already selected somewhere.
Two simple features that make the AdviserLogic cleaner and easier to use.