Last year we introduced a new Rollover dashboard to help you manage Rollover In requests on behalf of your clients. To empower you with greater transparency and flexibility, we’ve extended the Rollover dashboard to include Rollover Out requests, making it even easier to manage rollover requests. With our new Rollover Out dashboard, you can now view received Rollover Out requests and provide relevant sell-down instructions and lodge a notice of intent to claim a tax deduction all from the one place. We’ve also launched three new account activity notifications to keep you across the detail.

To access the updated Rollover dashboard, simply login to AdviserHUB and navigate to Accounts > Manage Accounts > Rollovers.