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How to Add/Edit additional Super Fund contribution & SOA option

Within your Fact Finder you have the option to ask the client if they are currently or planning to add any additional contributions to their fund.

This information will automatically feed into the required calculators and monitors for consideration of the desired outcome. 

It will also allow for the tracking of contributions and record keeping so as to monitor and manage the level of contributions made.

 

Including within the SOA option

You have the option whilst reviewing and collecting the clients information to add sections, comments or strategy to your clients pending SOA while the concept is fresh in your mind. 

To do this simply click on any of the three SOA tabs as shown below.

 

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