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For Advisers
Pension and Accumulation Resource Guides
Your Guides to assist you with the Pension and Accumulation features of the Platform.
Pension Portfolio Application Process
A full training video to guide you through the updated onboarding experience, step‑by‑step.
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.

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