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Overview
Platform Super Funds are retail or wrap superannuation products offered by financial institutions, providing investment flexibility and administrative services for members.
Adding a Platform Super Fund correctly in AdviserLogic ensures that:
✔ Superannuation balances, contributions, and investment allocations are accurately recorded.
✔ Beneficiary nominations are documented for estate planning and compliance.
✔ Fund details are seamlessly integrated into financial modelling and strategy development.
Learn how to add a Platform Super Fund in AdviserLogic to maintain accurate superannuation records for your client’s retirement planning, investment strategy, and compliance requirements. This section ensures that all superannuation details are correctly recorded and integrated across AdviserLogic.
📌 Note
If you need to add an Industry Super Fund, please follow the Industry Super instructions instead.
How to Add a Platform Superfund
To add a superfund navigate to the Fact Find from your client's record
From the Fact Find Financial Screen – Select Superannuation from the top menu bar.
From the Fact Find Tab – Hover over Fact Find and select Superannuation from the drop-down options.
Select the blue +plus button from the Client or Partner to add a superfund.
When selecting the blue plus button to add a Superfund, there is an option for the Type of fund (Platform/Industry) within the drop-down menu, in the top left of the pop-up window.
In AdviserLogic this is set to Platform Super as a default, if it isn't you can select it from the dropdown from this drop-down.
Enter Super Fund Details
Fill in the required fields in the pop-up window, as outlined below.
Platform Super Fund Fields in AdviserLogic
When adding a Platform Super Fund in AdviserLogic, the following fields must be completed to ensure accurate superannuation record-keeping, compliance, and financial planning.
Field | Description |
Name* | This field is populated from the selected platform. If the name is incorrect, it may cause datafeed issues when a datafeed is connected. |
Member* | The membership name or identifier for the super fund. |
Account Number* | The unique account number for the platform super fund. |
Account Status* | Indicates whether the account is current or inactive. |
Platform* | Choose from the dropdown list by typing the name of the platform provider (e.g., MLC, AMP, Colonial First State). |
Issue Date | The date the superannuation account was opened. |
Estate Option | Specifies whether the estate is nominated as the beneficiary:
|
Exclude from SuperAAA RoA | Toggle this option if the fund should be excluded from SuperAAA Review of Advice (RoA). |
Last Review Date | The most recent review date of the superannuation account. |
Taxable Component | The portion of the super balance that is taxable. |
Tax-Free Component | The portion of the super balance that is tax-free. |
As at Date | The date when the super fund details were last updated. |
Notes | Additional comments or information related to the super fund entry. |
📌 Fields marked with an asterisk (*) are required.
Accurately completing these fields ensures that the Platform Super Fund is correctly structured, supporting effective retirement planning, investment tracking, and compliance within AdviserLogic.
Ensure all details are correct and Save to update the client’s financial profile.
Apply Underlying Investments
Once you have saved the Superfund, an option will show to add underlying Investments
Select the blue +plus button to add the underlying investments
Choose from:
Australian Shares | enter the ASX code or the company name in the Description field. A list of matching options will automatically appear—simply select the correct share from the autopopulated list. |
Bank Deposit |
|
Managed Funds | Type the fund name or APIR code in the Description field and select the correct option from the auto-populated list. |
Other | For alternative investments (e.g., private equity, collectibles), manually enter the investment name and details. |
Custom Product | To choose a custom product you must first create it in Tools > Custom Products following the Custom Product Creation Instructions |
Setting the Super Fund to Pension Phase in AdviserLogic
If the Superfund is pension paying, then slide the Pension paying account toggle to Yes.
When setting a Platform Super Fund to Pension Phase, the following fields must be completed to ensure accurate financial modelling, compliance, and retirement planning.
Field | Description |
Amount Type | Defines whether the pension amount is fixed or variable. |
Indexation Rate (%) | The percentage rate at which the pension payment increases annually. |
Payment Amount | The total annual pension payment the client will receive. |
Assessment for Asset Test (%) | The percentage of the pension account assessed for Centrelink asset testing. |
TTR Pension | Indicates if the pension is a Transition to Retirement (TTR) pension. |
TTR Duration (yr) | Specifies the expected duration (in years) of the TTR pension phase. |
Apply Deeming Rates | Determines if deeming rates should be applied to the pension account for income testing. |
Deductible Amount | The tax-free portion of the pension payments. |
Growth (%) | The expected capital growth rate of the pension account. |
Income (%) | The expected income return generated from pension investments. |
Imputation Credits (%) | The percentage of franking credits applicable to pension income. |
Tax Free (%) | The percentage of the pension payment that is tax-free. |
Pension from Fact Find | Identifies whether the pension details were imported from the Fact Find module. |
Description* | A mandatory field where additional details about the pension fund can be entered. |
📌 Fields marked with an asterisk (*) are required.
Accurately completing these pension fields ensures that the Platform Super Fund is correctly structured, allowing for effective retirement income management, financial planning, and compliance tracking within AdviserLogic.