Advice
Everything Advice ! Research, Modelling and Creation
145 articles
Legislative ChangesLearn how AdviserLogic has incorporated recent legislative changes, updated calculations, and the real-time status of its modules
Requirement to Obtain Client Consent for Insurance CommissionsLearn how new legislation impacts insurance commissions and how AdviserLogic ensures compliance with updated SOA and ROA templates
How to Change the Default Template Mapped to all Digital Advice ScenariosLearn how to update or change the Statement of Advice (SoA) template mapped to a Digital Advice scenario in AdviserLogic.
Morningstar Editorial
Access exclusive Morningstar content designed to complement your Advice
Unconventional wisdom: Is housing the anchor weighing Australia down?
The revolt against Baby Boomer wealth
Future Focus: Are you wealthy?
Can you retire on dividends?
Can a deep value approach work for individual investors?Featuring what was probably the most interesting stock pitch at Morningstar’s recent conference for advisers.
Are franking credits hurting Australia’s economy?
Future Focus: The three factors that will increase your returns
The best investing bookThe book that every investor should read is a lesson on how life experience shapes an investing philosophy
What changes are coming into effect 1 July 2025?And what should investors pay attention to?
Why financial success does not equal financial wellnessWhen it comes to finances, some people are unhappy even when they succeed
Future Focus: Market returns are secondary to this return driverWant to be a successful investor? You’re focusing on the wrong thing
How healthy is the US economy? Here’s what the top economic indicators sayWhile recession fears have cooled somewhat, here are some signals worth watching
Unconventional wisdom: The state of retirement in the midst of the super tax fightThe DIV 296 tax proposal is a good opportunity to review the retirement system in Australia
Are you neglecting the non-financial aspects of retirement planning?Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
Future Focus: One of the most generous tax breaks in AustraliaBut only if people owning a home get it right
How to generate $100,000 in passive incomeReaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market
The iron law of building wealthThe best way to lose money in markets is to chase the latest stock fad.
Four key trends shaping portfoliosZoom out and there are four clear trends that will last for a decade or more
Unconventional wisdom: What if the market never goes down?More market resiliency after another quick rebound.
Getting rich versus staying richStrategies to get rich versus stay rich are markedly different.
Future Focus: New super tax could slash your retirement savingsMore Australians will be impacted by Div 296 and unrealised capital gains than you think.
Australia US Tariff Special Report
Trump’s tariff announcement: Implications for Australian investorsWhat we know and don’t know about the impact of the tariffs.
3 steps to save money when you’re tempted to spendHow to stick to your savings goals for the long term.
A deep dive into the proposed new super taxThis week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Are you ready for retirement?A four step checklist to get ready for retirement. Mark LaMonica, CFA
05 February 2026
The tax difference between equities, managed funds and ETFsTax matters to total return outcomes, so should be a consideration when choosing investments. Shani Jayamanne 02 March 2026
Young & Invested: The currency trap catching ETF investors off guardWhy your fund’s currency exposure matters more than you think. Simonelle Mody 25 February 2026
Morningstar Research & Ratings
This section brings together Morningstar’s renowned research and methodology guides to help you understand how investments are assessed and why they’re rated the way they are. Use it to support your recommendations with confidence and bring deeper transparency to your advice process.
Morningstar Medalist Rating™️
MethodologyLearn how Morningstar Calculates its Medalist Ratings as of March 2025
Important Update: Changes to the Morningstar Medalist Rating Methodology
Important Update: Changes to the Morningstar Medalist Rating Methodology January 2026
Digital Advice Strategies
Discover how to create, customise, and implement effective Digital Advice Strategies within AdviserLogic. This section covers how to structure financial plans, align strategies with client goals, and ensure compliance, helping you deliver tailored, high-quality advice efficiently. 📊💡
Using the Digital Advice Builder in AdviserLogicLearn how to build and personalise SoAs and RoAs using AdviserLogic’s Digital Advice Builder with integrated strategy and fee tools
Understanding Strategy Types and Styles in AdviserLogic Digital Advice -with In-Depth Strategy ReferenceLearn how to use AdviserLogic's Advice Flow and Custom Strategies to create compliant, high-quality client advice efficiently
How do I troubleshoot insurance visibility and commission issues in the Morningstar AdviserLogic SOA and ROA?
How to Create a Digital Advice Scenario in AdviserLogicLearn how to set up a new Digital Advice scenario in AdviserLogic to build a personalised Statement of Advice (SoA) or Record of Advice (RoA).
How to Use the Digital Advice Template EditorLearn how to edit and customise your Digital Advice templates before generating client advice outputs.
Digital Advice – Fee Comparison Methodology and Fee AggregationLearn how Administration Fees are calculated in Fee Comparison and how to apply Fee Aggregation in Digital Advice
Superannuation StrategiesExplore how to develop and implement effective superannuation strategies to help clients maximise retirement savings, optimise contributions, and manage tax implications. This section guides you through super fund selection, contribution strategies, and retirement planning, ensuring compliant and personalised advice. 🏦💡16 articles
SMSF StrategiesDiscover how to develop and manage Self-Managed Super Fund (SMSF) strategies to help clients take control of their retirement savings. This section covers SMSF setup, contribution planning, investment structuring, compliance requirements, and tax considerations, ensuring a tailored and effective approach to SMSF advice. 🏦📊✅15 articles
Insurance StrategiesUnderstand how to structure and optimise insurance strategies to provide clients with comprehensive risk protection. This section covers policy selection, premium structuring, ownership options, and tax considerations, ensuring your clients have the right coverage to protect their financial future. 🛡️📑✅9 articles
Investment StrategiesDiscover how to develop and optimise investment strategies to help clients achieve their financial goals. This section covers asset allocation, risk profiling, diversification, portfolio construction, and tax-effective investing, ensuring a well-structured and strategic approach to wealth creation. 📈💰✅16 articles
Debt Management StrategiesDiscover how to help clients effectively manage and reduce debt through structured strategies. This section covers debt consolidation, loan restructuring, repayment strategies, interest rate optimisation, and tax considerations, ensuring a clear path toward financial stability and wealth building. 💳📉✅3 articles
Estate Planning StrategiesLearn how to help clients protect and distribute their wealth effectively with structured estate planning strategies. This section covers wills, trusts, powers of attorney, beneficiary nominations, tax considerations, and asset protection, ensuring a smooth and tax-efficient transfer of wealth. ⚖️📜✅3 articles
Aged Care StrategiesDiscover how to guide clients through aged care planning by developing tailored strategies that address funding options, government subsidies, accommodation costs, and financial structures. This section covers means testing, Centrelink/DVA entitlements, estate planning considerations, and cash flow management, ensuring clients receive the best possible care while protecting their financial wellbeing. 🏡👵✅4 articles
Centrelink StrategiesLearn how to help clients maximise their Centrelink entitlements by structuring their finances effectively. This section covers age pension eligibility, income and asset tests, deeming rules, concession cards, and benefit optimisation strategies, ensuring clients receive the support they are entitled to while maintaining financial security. 🏦📋✅4 articles
Advice Creation
Leverage AdviserLogic's tools to craft personalised, compliant, and effective financial plans for your clients.
Withdrawing from Super to invest in Non-SuperLearn how to withdraw from super to reinvest in non super using Digital Advice Investment scenarios
Digital Advice TemplatesDigital Advice Templates in AdviserLogic help you streamline the advice process by providing pre-built, customisable templates for various financial strategies. These templates allow you to generate professional, compliant, and personalised advice documents efficiently, saving time while maintaining consistency and accuracy. 1 article
Digital Advice General InstructionsGet started with Digital Advice in AdviserLogic by following these general instructions. Learn how to navigate, customise, and generate advice documents efficiently while ensuring accuracy and compliance. This section provides step-by-step guidance to help you create structured, professional, and tailored financial advice with ease. 📄✨3 articles
Digital Advice Setup/SettingsDiscover how to customise and optimise your Digital Advice Templates in AdviserLogic by adjusting key setup and settings. This section guides you through configuring preferences, fine-tuning templates, and managing default settings, ensuring a seamless and efficient advice generation process. ⚙️📄2 articles
Advice Research
Use AdviserLogic's advice research tools for tailored, compliant recommendations.
Omnium Insurance FAQs: Common Questions and AnswersLearn about Omnium Insurance FAQs, answers to common questions regarding policy features, coverage options, integration with AdviserLogic
Omnium Risk Research: Methodology & ApproachLearn how Omnium conducts risk research using a rigorous methodology that ensures accuracy, reliability, and industry relevance.
Asset Allocation Comparison ToolLearn how to use the Asset Allocation Comparison Tool to compare and evaluate different portfolio asset allocations.
Advice Modelling
Create detailed, scenario-based financial plans that align with your clients' goals.
Holistic Cashflow Transition - Frequently Asked QuestionsLearn how the transition to Holistic Cashflow works, what happens to Cashflow 2.0, key dates, and how to move forward with confidence
Engagement CalculatorsLearn how to use Engagement Calculators to improve your client modelling.