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Overview
The Wind up your SMSF Strategy is a Custom Strategy, this is a template with prefilled text relevant to the recommendation, rather than a strategy that calculates data.
Custom strategies are designed to reduce the time and effort required for drafting in the advisory process. By providing pre-filled text data that is relevant to the selected strategy, advisors do not need to start from scratch, saving valuable time.
To learn more about Strategy Types, please read the Strategy Cheat Sheet.
Wind Up Your SMSF
Please follow the step-by-step instructions below to prepare advice for the Wind up your SMSF strategy.
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 Wind up your SMSF strategy from the Strategy screen.
To make adjustments to your Advice text, simply use the editor tool located at the top of a Word document-inspired page.
It's a user-friendly feature that enables you to customise your text as needed. The text to be customised will be highlighted in Orange, but other text may also be edited.
The strategy has 2 main headings pre-filled under the text box:
Why My Advice is Right for you - Here, you can add the reasons for which you have recommended the strategy to the client, along with their benefits. The list is prefilled with common justifications.
Risk and Things to Consider: Here you can add consequences, etc., for your Advice. The list is prefilled with common considerations.
After editing the text to your liking, select the Proceed Disclosure Fees button located at the bottom right of the screen. From there, you can add your fees and complete your advice.
