Note: Fund must be in 2019 financial year to prepare this report.
Overview
The Fact Finder 2019 report has been added to assist you in reviewing fund data and super changes. This includes using actual member and ledger data and will provide information into the reform changes to help you better prepare for 2019. This report includes the following components:
Report Component | Explanation | Opportunity/Planning |
---|---|---|
Fund Details |
This section will display:
From Fund Details. |
N/A |
Members |
This section will display:
From The Member List. |
N/A |
Accumulation Member Information |
This section will display:
For each member. |
This section will provide information into the following reform changes:
|
Pension Member Information |
This section will display:
For each member. |
This section will provide information into the following reform changes:
|
CGT Relief |
This section will display:
|
N/A |
Prepare
From the Main Toolbar, go to Reports. |
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Select Reports. |
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- On the left-hand side of the Reports screen, Drag & Drop the Fact Finder - 2019 from the Work Paper Reports list.
- Once the report has been dragged & dropped, select Options (to the right of the report).
- Select either Download PDF, Download Word or Download Excel to download the report in the format required.
You can also add this report to a Report Pack. See Reports for instructions.
Fact Finder Advisor Extract
The Fact Finder Advisor Extract report is the Fact Finder Report with the option to input notes and disclaimers in the settings tab.
Comments
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