The Base Record of Advice (Base RoA) in AdviserLogic is a foundational template used to generate compliant advice documents efficiently. It provides a structured starting point that advisers can customise to suit client needs while maintaining consistency across documentation.

The Base RoA helps streamline the advice creation process by predefining common sections, reducing duplication, and ensuring regulatory requirements are met. It is particularly useful for practices aiming to standardise advice delivery and improve efficiency.

With AdviserLogic we include a Base Record of Advice (RoA) Template to make it easier for you to give additional advice.

So that you are able to provide additional advice quickly and easily, our Base RoA includes the following strategies:

Also included are Product Cost Comparisons to make it easier to demonstrate any changes in ongoing costs as a result of implementing the additional advice.

The Base RoA template is available to all users of AdviserLogic who are using Digital Advice (if you are not currently using Digital Advice, please contact your Customer Support Manager who will be able to discuss the benefits of using Digital Advice and how to get it activated).

Select No Change Strategy Button

Select Buy/Sell Strategy Button and enter a Sell Transaction

Select Super Withdrawal Strategy Button

Select Buy/Sell Strategy Button and enter a Buy Transaction

Select Super Contributions Strategy Button

Select Rebalance Strategy Button under Investments Heading for Non Super Rebalance
Select Rebalance Strategy Button under Superannuation Heading for Super Rebalance
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Select Update Pension Payments Strategy Button

Select Buy/Sell Strategy Button and enter a [Drawdown Transaction on a Loan] OR
Select Redraw Debt Strategy Button

Select Buy/Sell Strategy Button and enter a Reduce Transaction on a Loan OR
Select Reduce Debt Strategy Button OR
Select Reduce Non Deductible Debt Strategy Button

Select Retain Strategy button
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