Product Replacement Statement

In the Product replacement statement you can view a detailed report outlining your existing and recommended platforms for your portfolio including all fees payable in dollar amounts in the first year. The amounts include the growth of the super balances and the timing of the fees in the output.

PDS Fees

Your PDS fees show the fees of each platform in the comparison as they would appear in the product prospectus.

Portfolio Reports

The portfolio reports section shows you the strategic asset allocation and the variance against your clients risk profile for both existing and recommended platforms.

Summary

The summary report shows you an outline of the roll over for your portfolio.

Transaction & returns

 

Data feed analysis

 

Product profiles

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

ASX analysis

The ASX analysis tool allows you to view your clients’ direct share investments and view the portfolio value at a specific date and its performance. You can also find information regarding the GICS sector of the existing and recommended share investments and a GICS sector index portfolio comparison.

Features- Super

In the Features- Super 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 super roll over features relevant to your client’s objectives

❄View a comparison of the features in your existing super 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

Features- Investment and Pension

The features analysis for investment and Pension works in an identical way to the Features analysis for Super.