Enhancements to Midwinter default SoA template

With the upcoming release on June 30th 2022 we have made several enhancements to the default Midwinter Statement of Advice template and included a number of new recommendations to help improve your experience when creating advice documents within AdviceOS.

 

The subtopics with new recommendations include Superannuation, Contributions, Debt Management, SMSF and Estate Planning, and a new sub topic for Investment Choice.

 

The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.