Midwinter has expanded its template suite to include a statement of advice (SOA) dedicated to SMSF advice.
The new SOA template enables advisers to easily issue advice to the SMSF and includes several bespoke additions to the standard Midwinter SOA template.
Midwinter has existing SMSF advice capabilities; this new SMSF advice template builds on this capability and provides more strategies that are unique to SMSFs and complemented by SMSF modelling.
The SMSF SOA template is available to all Midwinter’s clients at no additional cost.
From Friday 9 December, users will be able to select this new template in Midwinter’s advice generation module, Planbuilder. For more information on how to use the SMSF SOA template, visit our Help Centre here.