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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. 📊💡

76 articles
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 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. 🏦💡

Adjust Your Pension Income (Digital Advice – 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 – 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 AdviserLogic’s Digital Advice to potentially reduce clients’ 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 AdviserLogic’s Digital Advice to help clients ease into retirement while still working.
AdviserLogic Digital Advice – Super Contributions StrategyAdviserLogic Digital Advice – Super Contributions Strategy
Digital Advice - Superannuation Strategies - Retirement PlanningLearn how to use AdviserLogic’s 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 client’s Statement of Advice.
Illustrating a Transition to Retirement in Digital AdviceLearn how to use AdviserLogic to illustrate a client’s 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 client’s superannuation strategy.
Digital Advice - Rebalance Portfolio StrategyLearn how to use the Rebalance Portfolio strategy in AdviserLogic Digital Advice to adjust a client’s 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 – Super Splitting StrategyLearn how to use the Super Splitting strategy in AdviserLogic’s 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 – 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. 🏦📊✅

Digital Advice - Wind Up Your SMSF StrategyLearn how to use the Wind Up Your SMSF strategy in AdviserLogic’s Digital Advice to close a client’s 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 “Establish a Working Cash Account” 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 client’s 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 client’s 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 client’s SMSF.
Digital Advice - SMSF Investing in an SMALearn how to recommend a Separately Managed Account (SMA) within a Self-Managed Super Fund (SMSF) in AdviserLogic’s 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 AdviserLogic’s Digital Advice module.
Digital Advice - SMSF Trustee - CorporateLearn how to recommend a Corporate Trustee for your client’s SMSF using the SMSF Trustee Structure – Corporate strategy in Digital Advice.
Digital Advice - Trustee Structure - IndividualLearn how to use the SMSF Trustee Structure – 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. 🛡️📑✅

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 – Buy New Insurance StrategyLearn how to recommend a new insurance policy using AdviserLogic’s 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.
Children’s Cover Insurance Strategy in AdviserLogic Digital AdviceLearn how to add or recommend children’s 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 – Buy & Replace InsuranceLearn how to use the AdviserLogic Digital Advice Buy & Replace Insurance strategy to recommend replacing existing cover with new policies.
Digital Advice – Insurance Quoting and Comparison ResearchLearn how to run insurance quoting and product comparison within AdviserLogic’s Digital Advice tools.
Digital Advice – Retain, Increase or Decrease an Existing Insurance PolicyLearn how to recommend retaining, increasing or decreasing a client’s existing insurance cover within AdviserLogic’s Digital Advice workflows.
Digital Advice — 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 can’t 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. 📈💰✅

Digital Advice - Investment Strategies - Rebalance PortfolioLearn how to rebalance a client’s existing investment portfolio using AdviserLogic’s Digital Advice strategy.
Digital Advice – 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 AdviserLogic’s Digital Advice module
Digital Advice - Investment Strategies - Budgeting - Adjust your CashflowLearn how to use the Budgeting – 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 client’s 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 client’s 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 client’s 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 client’s 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.