Superannuation
Advising clients on the rollover or consolidation of their superannuation is a key component of the advice process. In today’s environment, a research tool such as the XPLAN's SuperSolver module is crucial to providing an appropriate reasonable basis for your rollover advice.
With research data on over 420 superannuation funds, including industry funds, SuperSolver takes the complexity out of comparing and analysing your superannuation rollover advice.
SuperSolver makes it easy to generate a Statement of Advice for superannuation rollover. Full product features and benefits are available for each fund for comparison. You can also compare existing and proposed superannuation funds (industry, retail or platform) on a number of levels including, fees, projections, commissions, rebates, investment options and portfolio selection.
Features
- Side-by-side comparison of fund features for up to four funds
- Product disclosure statements and associated forms for all current superannuation funds
- Side-by-side comparison of client's existing and proposed superannuation
- Construct custom funds ad-hoc or based on researched funds
- Integrate superannuation rollover details into a Statement of Advice process.
Need more information?
For more information about the IRESS client management solutions, please contact us.