In the Output section you can produce a number reports and summaries based on the input in the comparison section.

Product Replacement Statement

In the Output section you can produce a Product Replacement Statement outlining the detailed fee analysis along with exit fees, MFI’s and charges for the existing and recommended Super platforms.

PDS Fees

This report outlines the fees and charges in the super products in a manner similar to PDS’s.

Fiduciary matrix

The Fiduciary Matrix shows the fee outcome for investing total funds available into each platform. The recommended platform(s) and the strategies applied will be used for all platforms to ensure a like-for-like comparison.  

Features

In the Features output section you are able to view an analysis of what benefits will be lost or gained in a potential super product switch and give you the ability to weigh this up against a reduction of fees.

In the Features section, you can access the following feature analysis tools:

❄Select the roll over features relevant to your client’s objectives

❄View a comparison of the features in your existing platforms versus the recommended platforms

❄View lost, reduced, increased and gained benefits associated with any switch including the ability to manually enter any other benefits lost, gained, reduced or improved

❄Show you a best interest matrix with a chart to indicate fee increase or decrease versus increased or reduced benefits

Portfolio Reports

This section shows you the strategic asset allocation for both existing and recommended platform(s) and the variation against the client’s risk profile as well as the investment options, amount invested and the MER associated with each super fund.

Summary

This section shows you a summary of the existing vs recommended super funds over time as well as giving you the opportunity to save and quick print report and save and create Quick SOA.

Product profiles

This shows you the product profiles of the existing and recommended products along with each products summary, strategy and objectives.