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Overview
The Super Fee Comparison tool in AdviserLogic’s Digital Advice module lets you compare administration and related fees across different superannuation platforms. It breaks down fee components clearly and supports fee aggregation where applicable, so you can present transparent cost analyses in advice documents and support your recommendations with data-driven fee insights.
⚠️Important
Support logins do not have access to Advice Tools. Only Paraplanners and Advisers can access Advice Tools.
Superannuation Fee Comparison
In Advice Tools, select Super Fees to access the Super Fee Comparison screen.
You will be able to see the Client's existing Super funds for comparison along with options to add additional Super funds to compare
You can create a Like-for-Like comparison based on the editable comparison amount. This editable amount can be reset back to the default amount.
📌Note
The comparison amount by default will be equal to the sum of the client or partner’s existing super fund balances, this data is pulled from the information under Superannuation in the fact find, either manually entered, or populated by a data feed - if the balance is incorrect check this first.
If there is a zero balance in the Comparison amount, the Underlying Investments stage will not work as the Add Underlying Investments button will not show, and there will be no balance to add to a Model Portfolio.
Add additional Super accounts to compare or compare the fees of the existing superfunds, where the client has multiple existing funds.
Once the Super fund for comparison has been selected, add underlying investments or a model portfolio with the remaining balance.
The comparison will show the differences in fees along the columns and rows. Selecting Details will show a breakdown of Investment Fees and costs. Clickable fields are customisable.
Toolbar
The Toolbar across the top right of the window has a selection of options to enhance your research.
Compare Graph
The Compare Graph button allows you to create projections based on customisable variables that show the Balance Amount Variation between the selected providers in the form of a line graph. This graph is not currently downloadable, however, a screenshot can be added to the advice documents if required.
Save Icon
Selecting the Save Icon allows you to save your comparison for future reference. Once saved, the comparison can be found on the Advice Tools Home page.
Copy
The Copy button allows you to create a copy of the comparison, allowing you to add or remove further variations without affecting the original or needing to repeat the previously completed data entry.
Download
The Download button allows you to download a comprehensive fee Comparison report In DOCX or PDF Format.
Navigation Tools
The Navigation Panel, located at the top of the window, allows you to travel through the various Advice Tools.
