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Overview
AdviserLogic’s Digital Advice module enables you to model and present a range of superannuation strategies, including contributions, portfolio rebalancing, and recontribution strategies. These strategies can be combined with integrated product comparison tools to support well-informed, compliant recommendations.
Contribution strategies allow you to model additional investments into super, while rebalancing helps align portfolios with target asset allocations. Recontribution strategies are typically used to optimise tax components within super. Product comparison tools provide research insights into fees, features, and performance, helping you justify recommendations within your advice documents.
⚠️Important
Support logins have read-only access to scenarios. Only Paraplanners and Advisers can create or edit scenarios.
Contribution, Rebalance & Recontribution Product Comparisons
When recommending super contribution, rebalance portfolio and super-recontribution strategies, the Digital Advice flow will now automatically incorporate an opportunity to research features and fees across alternative platforms and investment balances. This capability was previously limited to the Super Rollover strategy.
Any analysis completed will automatically flow into advice documents in the Product Comparison section.
SMSF Product Comparisons
When recommending a new SMSF or rolling into the existing SMSF, it is now possible to compare investment platforms to justify your platform selection within the fund.
Select Establish SMSF, if an SMSF is not already in place, and Super Rollover on the strategy selection screen.
For new SMSFs, enter the basic fund and member details. Proceed to the Super Rollover section.
Roll the funds into the new or existing SMSF.
Specify the SMSF portfolio on the left side menu. Next, select the platform and investment options, this can be done either using the blue plus icon to add individual products or via the Model Portfolio/SMA option for pre-built Models/SMAs
📌Note
When selecting the underlying investment, a Platform outside of Direct Investment MUST be selected for the comparison feature to show.
Once the recommended portfolio has been selected, select Save. Proceed to the Product Comparison and Research section.
On the Research screen, you can perform comparisons between non-super platforms to support your platform selection within the SMSF.
Additionally, it is now possible to select Super Research from the drop-down list to compare the features of the SMSF against other retail or industry super fund offerings. Platforms can be added to the research screen for comparison.
On the Fee Comparison screen, compare the fees for the proposed platform within the SMSF against selected alternatives
Continue with the remainder of the steps in the Digital Advice tool to complete the SOA.
The Research Comparisons will now flow to the relevant sections of the advice document under the Research heading.
