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Advice

Everything Advice ! Research, Modelling and Creation

Legislative ChangesLearn how AdviserLogic has incorporated recent legislative changes, updated calculations, and the real-time status of its modules
Morningstar Editorial

Access exclusive Morningstar content designed to complement your Advice

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.
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
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
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. ⚙️📄1 article
Advice Modelling

Create detailed, scenario-based financial plans that align with your clients' goals.