The Recommended Screen interface will look just like the Existing Section. It will display the Recommended Super funds that you have recommended to the client.
Point No. 1
Review option is also available for the below-mentioned screen:
- Review Rollover
- Review Investment Portfolio
- Review Research
- Review Fee
- Review Rollover Summary
Please refer to the below screen-shot:
Note: By the review screen, you can just review the screen and won’t be allowed to make any kind of change. If you want to make some changes in the Rollover or Investment Portfolio or Research or Fee Screen, then you have to delete the rollover and perform the rollover again.
Point No 2:
Delete All: This function will allow you to delete all the recommendations. Please refer to the below screen-shot:
Point No 3:
Custom Recommendation: Using this function you can recommend a custom Superfund to the client without doing a super rollover.
Please be aware that you can add either SMSF fund/Client or Partner Fund.
Please refer to the below screen-shot:
Once you have added the fund on this screen, it will look like below:
Point No 4:
Options > Justification Functionality: Using this function you can add the Reasons and Consequences for the recommended fund.
A new screen will open on your end where you can add the Reasons and Consequences for the recommended fund. Please refer to the below screen-shot:
Also, you have the option to add a reason and consequences from your end. Please refer to the below screenshot:
Point 5: You can filter on the scenarios that you have made on the Review Rollover>Add Justification screen. Please refer to the below screen-shot:
Foot Notes:
- In case the client has no SMSF or Superfund, then he/she can click on the below option:
Once, you have clicked on Declare, it will look like below:
- In case the client has an SMSF or Superfund, but they do not want to share it with the adviser, then the adviser can click the below option:
Once, you have clicked on Declare, it will look like below:
