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. đđĄ
89 articles
- Using the Digital Advice Builder in AdviserLogicLearn how to build and personalise SoAs and RoAs using AdviserLogicâs 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 â Fee Comparison Methodology and Fee AggregationLearn how Administration Fees are calculated in Fee Comparison and how to apply Fee Aggregation in Digital Advice
- Digital Advice - How to Access Digital Advice ModuleLearn how to access the Digital Advice module within AdviserLogic to begin creating and managing digital advice scenarios.
- Digital Advice - Creating ScenariosLearn how to create and manage Digital Advice scenarios to model strategies and generate client-ready advice.
- Digital Advice - How to Navigate through a ScenarioLearn how to navigate the Digital Advice section in AdviserLogic to access key tools, workflows, and advice components.
- Digital Advice - Strategy ExamplesLearn how to understand and apply digital advice strategy examples to support client recommendations in AdviserLogic.
- SMA Availability and Quick Reference Guide: Maximising Product UsageLearn how to access, understand, and maximise SMA availability and functionality within AdviserLogic.
Superannuation Strategies
Explore 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. đŚđĄ
- Adjust Your Pension Income (Digital Advice â Superannuation Strategy)Learn how to use the Adjust Your Pension Income strategy in AdviserLogic Digital Advice to update pension payments based on client needs.
- Digital Advice â Superannuation Income Stream StrategyLearn how to use the Income Stream strategy in AdviserLogic Digital Advice to recommend a superannuation pension income stream for client retirement plans.
- Digital Advice - Super Re-Contribution StrategyLearn how to use the Super Re-Contribution strategy in AdviserLogicâs Digital Advice to potentially reduce clientsâ taxable super component and enhance estate planning outcomes.
- Digital Advice - Superannuation Strategy: Transition to Retirement (TTR)Learn how to apply a Transition to Retirement (TTR) strategy within AdviserLogicâs Digital Advice to help clients ease into retirement while still working.
- AdviserLogic Digital Advice â Super Contributions StrategyAdviserLogic Digital Advice â Super Contributions Strategy
- Digital Advice - Superannuation Strategies - Retirement PlanningLearn how to use AdviserLogicâs Digital Advice Superannuation strategies to build structured retirement planning advice
- Digital Advice - Downsizer Contribution StrategyLearn how to select and use the Downsizer Contribution strategy to include a downsizer contribution recommendation in a clientâs Statement of Advice.
- Illustrating a Transition to Retirement in Digital AdviceLearn how to use AdviserLogic to illustrate a clientâs transition to retirement income scenario.
- Downsizer Contribution Strategy in Digital AdviceLearn how to use the Downsizer Contribution strategy to recommend a super boost using proceeds from selling a family home.
- Invest in an SMA (Super) Strategy in AdviserLogic Digital AdviceLearn how to recommend a Separately Managed Account (SMA) within a clientâs superannuation strategy.
- Digital Advice - Rebalance Portfolio StrategyLearn how to use the Rebalance Portfolio strategy in AdviserLogic Digital Advice to adjust a clientâs superannuation portfolio.
- Digital Advice - Roll Pension Back to SuperLearn how to use the Roll Pension Back to Super strategy to recommend reverting pension assets to accumulation within super.
- Digital Advice â Super Splitting StrategyLearn how to use the Super Splitting strategy in AdviserLogicâs Digital Advice module to recommend splitting super contributions between spouses.
- Digital Advice - Super Withdrawal StrategyLearn how to use the Super Withdrawal strategy to recommend and configure superannuation withdrawals in a digital advice scenario.
- Digital Advice - Superannuation Rollover StrategyLearn how to create and manage a Superannuation Rollover Strategy within AdviserLogic Digital Advice.
- Digital Advice â Establish an MDA StrategyLearn how to use the Establish an MDA strategy to recommend a Managed Discretionary Account within Super.
SMSF Strategies
Discover 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. đŚđâ
- Digital Advice - Wind Up Your SMSF StrategyLearn how to use the Wind Up Your SMSF strategy in AdviserLogicâs Digital Advice to close a clientâs SMSF and transition their benefits.
- Digital Advice - Buy Investment Property for SMSFLearn how to use the Buy Investment Property for SMSF strategy in AdviserLogic Digital Advice to recommend property acquisition within a self-managed super fund.
- Digital Advice - Establish a Working Cash Account for SMSFLearn how to use the âEstablish a Working Cash Accountâ SMSF strategy in AdviserLogic to include a transactional cash account for SMSF cashflow management.
- Digital Advice - Establish an SMSF Offset AccountLearn how to recommend an SMSF offset account strategy in AdviserLogic Digital Advice
- Digital Advice - Establish SMSFLearn how to use the Establish SMSF strategy in AdviserLogic Digital Advice to create compliant SMSF setup recommendations in a Statement of Advice.
- Digital Advice - Establish SMSF InvestmentLearn how to use the Establish SMSF Investment strategy in AdviserLogic Digital Advice to recommend a tailored investment approach for a clientâs self-managed super fund.
- Digital Advice - Limited Recourse Borrowing (LRB) SMSFLearn how to use AdviserLogic Digital Advice to recommend an SMSF Limited Recourse Borrowing Arrangement (LRBA).
- Digital Advice - Reviewing your Investment StrategyLearn how to evaluate and update your clientâs SMSF investment strategy in AdviserLogic Digital Advice.
- Digital Advice - SMSF Establishing an MDALearn how to use the SMSF Establishing an MDA strategy to recommend a Managed Discretionary Account within a Self-Managed Super Fund (SMSF).
- Digital Advice - SMSF Invest in Direct SharesLearn how to prepare advice for recommending a direct shares investment strategy within a clientâs SMSF.
- Digital Advice - SMSF Investing in an SMALearn how to recommend a Separately Managed Account (SMA) within a Self-Managed Super Fund (SMSF) in AdviserLogicâs Digital Advice.
- Digital Advice - SMSF Platform SwitchLearn how to use the SMSF Platform Switch strategy within AdviserLogic Digital Advice to recommend switching an SMSF to a new platform.
- Digital Advice - SMSF Strategies - Using an Administration ServiceLearn how to recommend using an SMSF administration service within AdviserLogicâs Digital Advice module.
- Digital Advice - SMSF Trustee - CorporateLearn how to recommend a Corporate Trustee for your clientâs SMSF using the SMSF Trustee Structure â Corporate strategy in Digital Advice.
- Digital Advice - Trustee Structure - IndividualLearn how to use the SMSF Trustee Structure â Individual strategy in AdviserLogic Digital Advice to recommend or review individual trustee arrangements for a Self-Managed Super Fund (SMSF).
Insurance Strategies
Understand 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. đĄď¸đâ
- Cancel Existing Policy - Insurance Strategy in AdviserLogic Digital AdviceLearn how to use the Cancel Existing Policy Insurance Strategy to recommend the termination of an existing insurance policy.
- Digital Advice â Buy New Insurance StrategyLearn how to recommend a new insurance policy using AdviserLogicâs Digital Advice module.
- Digital Advice - General Insurance StrategyLearn how to use the General Insurance strategy in AdviserLogic Digital Advice to recommend appropriate property and liability cover.
- Childrenâs Cover Insurance Strategy in AdviserLogic Digital AdviceLearn how to add or recommend childrenâs insurance cover within an AdviserLogic Digital Advice scenario.
- Digital Advice - Key Person (Capital Protection) Insurance StrategyLearn how to use the Key Person (Capital Protection) strategy in AdviserLogic Digital Advice to recommend capital protection insurance for key stakeholders.
- Digital Advice - Insurance Strategy â Buy & Replace InsuranceLearn how to use the AdviserLogic Digital Advice Buy & Replace Insurance strategy to recommend replacing existing cover with new policies.
- Digital Advice â Insurance Quoting and Comparison ResearchLearn how to run insurance quoting and product comparison within AdviserLogicâs Digital Advice tools.
- Digital Advice â Retain, Increase or Decrease an Existing Insurance PolicyLearn how to recommend retaining, increasing or decreasing a clientâs existing insurance cover within AdviserLogicâs Digital Advice workflows.
- Digital Advice â Key Person (Revenue Protection)Learn how to use the Key Person (Revenue Protection) strategy to recommend insurance that safeguards business income if a key individual canât work.
Investment Strategies
Discover 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. đđ°â
- Digital Advice - Investment Strategies - Rebalance PortfolioLearn how to rebalance a clientâs existing investment portfolio using AdviserLogicâs Digital Advice strategy.
- Digital Advice â Add/Switch Platform + Strategy EnhancementLearn how to separate or consolidate portfolios when switching to the same platform in Digital Advice
- Digital Advice - Investment Strategies - Borrow to InvestLearn how to recommend and document a Borrow to Invest strategy using AdviserLogicâs Digital Advice module
- Digital Advice - Investment Strategies - Budgeting - Adjust your CashflowLearn how to use the Budgeting â Adjust Your Cashflow strategy to recommend a cashflow budget adjustment for clients in AdviserLogic.
- Digital Advice - Investment Strategies - Buy a New Principal ResidenceLearn how to use the Buy a New Principal Residence investment strategy in AdviserLogic Digital Advice to recommend a clientâs principal home purchase.
- Digital Advice - Investment Strategies - Buy Investment PropertyLearn how to model a Buy Investment Property strategy in Digital Advice and include it in a client scenario.
- Digital Advice - Investment Strategies - Buy/Sell InvestmentsLearn how to use the Buy/Sell Investments strategy in AdviserLogic Digital Advice to update a clientâs investment holdings by selling existing investments and acquiring new ones.
- Digital Advice - Investment Strategies - Cash-Out Term DepositLearn how to configure a Cash Out Term Deposit strategy in Digital Advice Investment Strategies.
- Digital Advice - Investment Strategies - Debt ConsolidationLearn how to use the Debt Consolidation strategy in AdviserLogic Digital Advice to combine multiple debts into a single facility and simplify client repayments.
- Digital Advice - Investment Strategies - Downsizing Principal ResidenceLearn how to recommend a downsizing strategy for a clientâs principal residence using AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Establish MDALearn how to add the Establish an MDA investment strategy in AdviserLogic Digital Advice to recommend a Managed Discretionary Account.
- Digital Advice - Investment Strategies - Gearing Using Home EquityLearn how to recommend gearing using home equity within AdviserLogic Digital Advice to support leveraged investment strategies.
- Digital Advice - Investment Strategies - Invest in a Funeral FundLearn how to use the Invest in a Funeral Fund strategy in AdviserLogic Digital Advice to recommend a funeral bond for end-of-life planning.
- Digital Advice - Investment Strategies - Invest in an SMALearn how to recommend investing in a Separately Managed Account (SMA) within AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Invest in Direct SharesLearn how to use the Invest in Direct Shares strategy in AdviserLogic Digital Advice to recommend listed shares within a clientâs investment portfolio.
- Digital Advice - Investment Strategies - Invest in Mortgage FundLearn how to use the Invest in Mortgage Fund strategy in AdviserLogic Digital Advice to recommend mortgage fund investments in client portfolios.
- Digital Advice - Investment Strategies - Invest in Term DepositLearn how to recommend investing in a term deposit using the Investment Strategy in AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Maintain/ Establish Cash ReserveLearn how to recommend maintaining or establishing a cash reserve within an investment strategy in AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Make Regular InvestmentsLearn how to recommend and configure the Make Regular Investments strategy in AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Salary PackagingLearn how to create a Salary Packaging investment strategy in AdviserLogic Digital Advice to recommend tax-effective salary packaging arrangements for clients.
- Digital Advice - Investment Strategies - Sell PropertyLearn how to use the Sell Investment Property strategy in AdviserLogic Digital Advice to recommend the sale of an existing investment property.
- Digital Advice - Investment Strategies - Set Up an Offset AccountLearn how to recommend and document an offset account strategy within AdviserLogic Digital Advice to reduce loan interest and improve cash-flow efficiency.
- Digital Advice - Investment Strategies - Tax Effective Insurance BondLearn how to recommend a tax-effective insurance bond investment strategy within AdviserLogic Digital Advice.
- Digital Advice - Investment Strategies - Use Investment PlatformLearn how to recommend an investment platform within Digital Advice using the Use Investment Platform strategy template.
Debt Management Strategies
Discover 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. đłđâ
- Digital Advice â Using Debt Management Strategies to Reduce DebtLearn how to use AdviserLogic Digital Advice to recommend and document strategies that help clients reduce their debt.
- Digital Advice â Reduce Non-Deductible Debt StrategyLearn how to use the Reduce Non-Deductible Debt strategy within AdviserLogic Digital Advice to recommend paying down non-deductible loans.
- AdviserLogic Digital Advice â Redraw Debt StrategyLearn how to use the Redraw Debt strategy in AdviserLogic Digital Advice to model and recommend debt redraw options.
Estate Planning Strategies
Learn 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. âď¸đâ
- Digital Advice - Estate Planning Strategies - Estate PlanningLearn how to recommend and document estate planning strategies in AdviserLogicâs Digital Advice.
- Digital Advice - Estate Planning Strategies - Nominate BeneficiariesLearn how to use the Nominate Beneficiaries strategy to recommend beneficiary nominations for superannuation and insurance policies.
- Digital Advice â Estate Planning - Business Planning StrategiesLearn how to add estate planning and business planning recommendations to your Digital Advice scenarios.
Aged Care Strategies
Discover 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. đĄđľâ
- Digital Advice - Aged Care Strategies - Home CareLearn how to recommend government-subsidised home care services for clients who want to age in place.
- Digital Advice â Aged Care Partial RAD & DAP StrategyLearn how to use the Aged Care Partial RAD & DAP Strategy in AdviserLogic Digital Advice to recommend a flexible combination of part Refundable Accommodation Deposit and part Daily AccommodationâŚ
- Digital Advice â Aged Care Rent Home StrategyLearn how to use the Aged Care Rent Home strategy in AdviserLogic Digital Advice to retain a clientâs home and generate income to fund aged care costs.
- Digital Advice â DVA Pension StrategyLearn how to prepare and document a DVA Pension recommendation using AdviserLogicâs Digital Advice module.
Centrelink Strategies
Learn 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. đŚđâ
- Digital Advice - Disability Support Pension StrategiesLearn how to recommend Social Security strategies, including Disability Support Pension, in AdviserLogic Digital Advice
- Digital Advice - Jobseeker PaymentLearn how to recommend a Centrelink JobSeeker Payment strategy in Digital Advice to support clients who are unemployed.
- Digital Advice - Social Security Strategies - Apply for the Commonwealth Seniors CardLearn how to apply the Apply for the Commonwealth Seniors Card strategy in AdviserLogic Digital Advice to recommend eligibility for government benefits.
- Digital Advice â Maximising Social Security Through GiftingLearn how to use the Maximising Social Security Through Gifting strategy in AdviserLogicâs Digital Advice to potentially improve clientsâ social security entitlements by managing assessable assets.