Adding a New SMSF Platform
To invest $80,000 from your Cash Account into a New Platform do the following:
Select SMSF Platform Switch
In the [Switching Out Of] section, click on [Select Investments] next to [Direct Investment]
Enter the value you wish to withdraw from Cash
In the [Switching Into] Section, select the Platform you wish to invest in.
Then click [Proceed to Superannuation]
Click Either the PLUS icon next to Underlying Investments (To add your own investments) or Select your Model Portfolio from the Drop down
Click Save to Continue
Once you are satisfied with your investment select, click [Proceed to Research]
The Research and Fee screen allows you to perform comparisons which then appear in the Statement of Advice.
Output in the SoA
Current vs Proposed Costs
Comparison of Alternative Products