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Overview
Sometimes you may need to delete a superannuation fund that was created in error or is no longer required on a client’s record. AdviserLogic allows you to remove a Superfund from the client’s Fact Finder, helping ensure their data remains accurate and up to date.
Instructions
Open the relevant client record and navigate to Fact Finder > Superannuation to view all superannuation funds recorded for the client.
Locate the Superfund you want to remove and select it to display the fund details.
Select Delete at the bottom of the Superfund details panel.
When prompted, confirm the deletion to permanently remove the Superfund from the client’s file. Once confirmed, the fund will no longer appear in the client’s superannuation list or be available for use in advice.
