Recent Articles
How to Remodel a Client
Step 1 - Clone your existing model to update and use as your "Current Strategy" scenario. Step 2 - Name the cloned scenario "Current Strategy" or similar. Step 3 - Update the START DATE of the model Click on the Client's Name (see ...
Transition to Retirement / Roll Super to Pension
To model a Transition to Retirement Strategy, you will need to do three things: Step 1 - Rollover the amount of superannuation you wish to transfer to Pension phase Step 2 - Set the amount of pension payment required Step 3 - Include additional ...
Salary Packaging (Motor Vehicle Leases, Public Benevolent Institution, etc)
Once you have entered your income, you will be able to scroll down to see some further entry fields in relation to concessional (pre-tax) super contributions, and Salary packaging details (as shown in the below screenshot) Salary Sacrifice - Motor ...
Salary Packaging (Salary Sacrifice to Superannuation, Novated Leases, and others)
Once you have entered your income, you will be able to scroll down to see some further entry fields in relation to additional concessional (pre-tax) superannuation contributions (both salary sacrifice and additional employer), and Salary packaging ...
What is a Remodel?
A Remodel is the re-forecasting of a client's model from this point forward. It brings the projections back into line with where the client is, as the new starting point. Often, as time progresses, the client's position may either fall behind ...
Popular Articles
Adding a New Client
Adding a New Client To add a new client, click ADD NEW CLIENT button in the lower left of the Dashboard page, below the client list. Client Details Clicking on the ADD NEW CLIENT button will take you through to the ADD CLIENT screen. Ensure the ...
Logging in to Prospera
Logging in to Prospera To log in to Prospera, browse to https://www.prospera.com.au/freedom. In place of the "www" above, you should insert the name of your dealer group, (eg. Matrix, ClearView, or Demo), as advised. When you open the adviser page ...
Navigation
Dashboard Navigation When you log in to Prospera the Dashboard page is displayed. The Dashboard page is broken down into several key elements: Client List - In the centre of the screen you'll find a list of your Prospects and Clients. Clicking on a ...
Assets Overview
The Assets section allows you to record client assets including property, managed funds, shares and business interests. The Assets section is made up of a single panel where all existing assets within this scenario are recorded. A CREATE NEW ASSETS ...
Superannuation Accounts
Superannuation Accounts The Super section allows you to record the client's super accounts including both accumulation and pension accounts. Specific information in relation to SMSFs is included under the SMSF tab. The Super section is made up of a ...