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Creating Accounts
The Accounts section represents the initial building blocks of a client financial model, here the client's loan and bank account structures are set up. The Accounts section is broken down into three key panels: Error Messages - Messages are displayed ...
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 ...
Pension Accounts
Pension Accounts When you add a new member, Prospera automatically creates a new SGC superannuation fund and Pension fund for the member, and links them so that at retirement, the superannuation will automatically roll over into the pension account. ...
Accounts Overview - Modelling v Tracked Accounts
There are two types of accounts in the Prospera system. 1. Modelling Accounts; and 2. Tracked Accounts Modelling Accounts: Modelling Accounts are the accounts we set up on the Accounts page within our model. Modelling Accounts are ...
How to Create Tracked Accounts and Link to Accounts in Scenario
Before you implement your Prospera client for tracking, you will need to create the accounts that you wish to track. These accounts are known as the Tracked Accounts. Once you create your Tracked Accounts, you need to link them to the scenario ...