Example case study of Multi-step transitions

A great example of Multi‑Step transitions in action is a combined super‑to‑pension strategy, all executed into a single new account.

Meet Alex

Alex currently holds both a super and an existing pension account. Their adviser’s strategy is to first transition part of Alex’s super into a new pension account via a recontribution. Next, the existing pension account is then merged into that same new pension account through a pension refresh. Finally, a spouse contribution is completed from Alex’s spouse, Sam, into the same account.

With Multi‑step transitions, Alex’s adviser can set up all three requests upfront by accessing all required paperwork in one place and submit the entire strategy in a single, guided flow. Once consent is received, each transition is automatically processed in the correct order.

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