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Overview
The Super Withdrawal strategy in AdviserLogic’s Digital Advice module enables you to model and recommend the withdrawal of funds from a client’s superannuation account under a valid condition of release. This strategy supports both Statement of Advice (SoA) and Record of Advice (RoA) workflows, helping you draft compliant recommendations tailored to the client’s retirement or financial needs.
Rebalance Portfolio Strategy
Please follow the step-by-step instructions below to prepare advice for the Super Withdrawal Strategy.
📌Note
You may want to model a Rebalance Portfolio Strategy in the Cashflow Module before completing this advice. The modelling can be added to the advice to support your recommendation.
From the Digital Advice - Scenarios Screen, select the Add Scenario icon.
Select the client the advice is for, or select Joint to create advice for your client and partner. Select the type of advice (SoA or RoA), then Proceed To Scope.
Select the Super Withdrawal Strategy from the Strategy screen and Proceed.
Choose the condition of release from the available options.
📌Note
Select the client first and then the partner, once selected it can not be changed to another option, you will need to create a new scenario in this instance.
Select the super fund from which to withdraw funds. You may complete either a Full or Partial Withdrawal.
Select cash or a bank account to deposit the amount.
Select the Proceed to Disclosure Fees button located at the bottom right of the screen. From there, you can add your fees and complete your advice.
After completing the advice, you may add any previously created cashflow modelling to the scenario by selecting the Link Cashflow option from the Scenario Tile. The cashflow tables will be drawn into the final advice document.
