Up Coming Events

24th SEPTEMBER- NAVIGATING AROUND THE PRACTICE PORTAL AND GIVING CLIENTS ONLINE ACCESS

The aim of this session is to assist advisers with the following topics:

  • Accessing all their clients information online including companies, Trusts, and SMSF's.
  • Viewing clients SMSF information online including member reports, documents, and investment informaiton
  • Viewing various practice reports including the status of various jobs, contribution and pension reports for all clients.
  • Uploading the practices logs for branding purposes
  • Creating job queries
  • Setting up new funds, transfering existing funds, setting up pensions, creating investment strategies and much more.
  • Providing clients with access to their SMSF fund.

To enrole please click the link below:

Introduction to AAS Adviser Portal

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