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Xplan Updates

Strategy Text changes:

The following Strategy Text changes will be deployed within XPlan this week.

Minor text changes will be made to:

  • Super contribution strategies – minor text changes – ‘invest’ replaced with ‘contribute’
  • Salary sacrifice – minor text changes to ‘Consequences’
  • Early withdrawal of superannuation (Coronavirus) – minor text changes to ‘Reasons’
  • Binding death nominations – minor text changes to ‘Consequences’ & remove grey text
  • Superannuation Consolidations – minor text changes to ‘Reasons’
  • Spouse Contribution – minor text change to ‘Reasons’ (age pension age reference)
  • Bring forward rule – minor text changes to ‘Consequences’
  • Commence an account based pension – minor text changes to ‘Consequences’
  • Income protection – minor text change to ‘Reasons’ (amended reference to agreed value)

Income Protection Insurance (Self Owned) – minor text change to ‘Consequences’

 

 

In this Edition

·       A note from Annick

·       CoreData Licensee Survey

·       Investment Specialist Forum

·       Save the Date

·       Upcoming Webinars

·       Madison Investment Committee

·       The View

·       ASIC Update

·       Practice Efficiency Reporting

·       CPD, CPD, CPD

·       Which Advice Coach do I contact?

·       FASEA Exam

·       Kaplan Professional Study

·       Xplan Update

·       From our Corporate Partners

Go Back
[wpseo_breadcrumb]

Xplan Updates

Strategy Text changes:

The following Strategy Text changes will be deployed within XPlan this week.

Minor text changes will be made to:

  • Super contribution strategies – minor text changes – ‘invest’ replaced with ‘contribute’
  • Salary sacrifice – minor text changes to ‘Consequences’
  • Early withdrawal of superannuation (Coronavirus) – minor text changes to ‘Reasons’
  • Binding death nominations – minor text changes to ‘Consequences’ & remove grey text
  • Superannuation Consolidations – minor text changes to ‘Reasons’
  • Spouse Contribution – minor text change to ‘Reasons’ (age pension age reference)
  • Bring forward rule – minor text changes to ‘Consequences’
  • Commence an account based pension – minor text changes to ‘Consequences’
  • Income protection – minor text change to ‘Reasons’ (amended reference to agreed value)

Income Protection Insurance (Self Owned) – minor text change to ‘Consequences’

 

 

In this Edition

·       A note from Annick

·       CoreData Licensee Survey

·       Investment Specialist Forum

·       Save the Date

·       Upcoming Webinars

·       Madison Investment Committee

·       The View

·       ASIC Update

·       Practice Efficiency Reporting

·       CPD, CPD, CPD

·       Which Advice Coach do I contact?

·       FASEA Exam

·       Kaplan Professional Study

·       Xplan Update

·       From our Corporate Partners

Go Back