How to add Platform fund-SuperLogic 2.0


  1. Click on the + plus shaped icon next to client or partner and a new window will open
  2. Select the superfund that you want to add for the client/partner. Please refer the below screen-shot:

3.Fields that would come up at the time of adding Platform Fund:

  • Account Number
  • Account Status must be ‘Current’
  • Platform from the drop-down
  • Issue date
  • Estate Option (if any)
  • Last review date (if any)
  • Notes (if any)


You have the below option available when it comes to adding underlying investment (Platform Funds):

  •  Australian Shares
  • Bank Deposit
  • Managed Funds
  • Other
  • Custom product

Have more questions? Submit a request