We’ve delivered a range of updates designed to drive efficiencies and provide greater flexibility when managing your clients.
- As an extension to our new Online Tax Deduction tool, you can now provide a Notice of Intent confirmation when requesting a pension commencement online, saving you time and paperwork.
- To make it easier to optimise tax outcomes for your clients, you can now toggle between different parcel allocation methods (Min, Max, FIFO) on AdviserHUB, without the need to submit a paper form.
- To help you manage online advice fee consent requests, we’ve launched new functionality to prompt clients to complete their obligations, saving you time lodging new requests when they expire.