The Superannuation Home screen in AdviserLogic is the central place where you can see all of a client’s superannuation products in one view. This includes retail, industry, and self-managed super funds (SMSFs). From here you can review balances, contributions, account status, and access detailed information on each super account.

Navigate directly to the Superannuation segment from the top menu bar of the Fact Find Financial Screen or by hovering over the Fact Find tab and selecting Superannuation from the drop-down options.

The Superannuation landing screen shows all the client and partner's existing superannuation products, including SMSF.
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You will see each Client and Partner's super products listed individually, as well as a section specific to SMSF.
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The total balance of these products is listed along the top right of each section. You may also download a Superannuation Report from the bottom right of the window.

To add a Superannuation product, select the blue plus button in the section where you want to add superannuation for the Client, Partner, or SMSF. Follow the Instructions for the type of Super product being added.

Superannuation data shown here is reflected throughout AdviserLogic. Once a new super product is added manually or via a datafeed, a new Entity is created for each new superannuation product. These entities can be found in.

Superannuation accounts that are Datafed need to be established by datafeed mapping. Mapping a datafeed will create a superannuation entity that will show as a tile in this section.

If a datafeed created Super account tile shows a zero balance, this usually represents an error in the datafeed or mapping of the client account. Please try the Datafeed Troubleshooting Instructions to resolve this issue.