Introduction - What's in it?
With AdviserLogic we include a Base Record of Advice (RoA) Template to make it easier for you to give additional advice.
So that you are able to provide additional advice quickly and easily, our Base RoA includes the following strategies:
- No Change
- Withdrawals from Non Super Investments and Superannuation Investments
- Contributions to Non Super Investments and Superannuation Investments
- Portfolio Rebalance
- Updating Pension Payments
- Drawing down from loans
- Lump sum loan repayments
- Retaining insurance
Also included are Product Cost Comparisons to make it easier to demonstrate any changes in ongoing costs as a result of implementing the additional advice.
How do I access it?
The Base RoA template is available to all users of AdviserLogic who are using Digital Advice (if you are not currently using Digital Advice, please contact your Customer Support Manager who will be able to discuss the benefits of using Digital Advice and how to get it activated).
Entering the different strategies / How to use
Select [No Change] Strategy Button
Withdrawals from Non Super Investments
Select [Buy/Sell] Strategy Button and enter a [Sell] Transaction
Withdrawals from Superannuation Investments
Select [Super Withdrawal] Strategy Button
Contributions to Non Super Investments
Select [Buy/Sell] Strategy Button and enter a [Buy] Transaction
Contributions to Superannuation Investments
Select [Super Contributions] Strategy Button
Select [Rebalance] Strategy Button under [Investments] Heading for Non Super Rebalance
Select [Rebalance] Strategy Button under [Superannuation] Heading for Super Rebalance
Updating Pension Payments
Select [Update Pension Payments] Strategy Button
Drawing down from loans
Select [Buy/Sell] Strategy Button and enter a [Drawdown] Transaction on a Loan OR
Select [Redraw Debt] Strategy Button
Lump sum loan repayments
Select [Buy/Sell] Strategy Button and enter a [Reduce] Transaction on a Loan OR
Select [Reduce Debt] Strategy Button OR
Select [Reduce Non Deductible Debt] Strategy Button
Select [Retain] Strategy button