30 June is approaching quickly, so we encourage you to read our EOFY material provided below and visit the ‘EOFY’ category in Adviser Help Centre to help you stay on top of key tasks.

Read the June Digital Download here

What's new?

Automatic Income Redirection for investment wrap clients is live

You can now elect to automatically redirect your clients’ income from their Investment Wrap cash account to their nominated bank account.

Learn more here

Wrap tax elections are open

If you have Wrap investment clients, you have until 7 July 2020 to make your tax elections online for 2019/20 tax reports.

tutorial video on how to make elections.

Smarter client and account searching in Adviser Online

You may have noticed some improvements to the main search bar. We’ll keep refining this tool to make finding clients and accounts quick and easy.

Check funds and product availability on the same page via Wrap Online

Previously you’d have to navigate between two pages to be able to view the investment menu and then check which wrap products the funds were available in. You can now view both these things on the one page.

Visit the Investment Menu page by logging into Wrap Online and selecting ‘Investment Menu’ from the Quick Links dropdown.

Everything you need for EOFY

30 June processing cut offs, tips and more

View EOFY tips, the June processing cut-off dates, and other information to help navigate this time of year.

Read more and watch this video which talks about processing cut offs.

Use our digital banking tools for faster cash withdrawals

  • EFT and BPAY: Your clients can transfer money and pay bills any time using Electronic Funds Transfer (EFT) or BPAY rather than sending us a manual form.
    Read more here.
  • Adviser Initiated Payments (AIP): If your client prefers you to complete transfers on their behalf from their cash account, you can use AIP via the Adviser portal.
    Learn more about AIP.

Keep track of EOFY requests when you submit via Request Centre

Request Centre is a digital tool that allows you to submit and track processing requests in a faster and more secure way via Adviser Online. Just log in to Adviser Online to start using it.

Learn more about Request Centre here.

Enhancements coming soon

  • Electronic signature using DocuSign®
    From 1 July 2020, we’ll accept most documents via DocuSign® to make it easier for you to operate your business digitally.
  • A new-look Wrap Cash Transaction Report is coming soon to Adviser Online
    We’re working on a new report for Adviser Online so you can see your clients’ wrap cash transactions and SMA transactions more easily. When this goes live, you’ll also be able to extract your reports as a CSV or PDF.

Further information

View a list of new funds and SMAs recently added to the investment menu.

View the June Digital Download article here to read more and view the new funds added.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.