For Advisers
December Enhancements
Your Guides to the New Features.
Superannuation to Pension - FULL Conversion
Guide for the full conversion of a superannuation portfolio to a pension portfolio
Superannuation to Pension - Partial Conversion
Guide for the partial conversion of a superannuation portfolio to a pension portfolio
WRAP Platform and Application Form Enhancement Guide
A guide to the enhancements to the Pension Portfolio creation in the Platform and the changes to the supporting application forms.