How do I create a SMSF Advice Only SoA
Create your new scenario
- Under “Who is the Advice for?” Select either the Client, Partner or Joint.
- Under “What type of advice is it?” Select the SoA
- Select a SMSF Specific strategy (Eg SMSF Platform Switch)
As the selected strategy is specific for SMSF Only, only Chapters relevant to the SMSF will appear.
How do I create a Personal Advice Only SoA
Create your new scenario
- Under “Who is the Advice for?” Select either the Client, Partner or Joint.
- Under “What type of advice is it?” Select the SoA
- Select a SMSF Specific strategy (Eg Super Rollover)
As the selected strategy is specific for Personal Advice Only, only Chapters relevant to Personal Advice will appear.
How do I create a Personal and SMSF Advice SoA
Create your new scenario
- Under “Who is the Advice for?” Select either the Client, Partner or Joint.
- Under “What type of advice is it?” Select the SoA
- Select a SMSF Specific strategy (Eg Super Rollover and SMSF Platform Switch)
As the selected strategy is for Personal Advice and SMSF Advice, Chapters relevant to Personal Advice and SMSF Advice will appear.