E - Assets
Investment Assets - Adding New or Existing Investment Assets
To add a new Investment Asset, click the CREATE NEW ASSETS button. The ADD ASSET page will then be displayed. Select the type of Managed Funds / Shares (or other investment asset) from the dropdown menu. Note: The difference between Australian ...
Add an Investment Property Asset
To add a new Investment Property asset, click the CREATE NEW ASSETS button. The ADD ASSET page will then be displayed. Select the "Investment Property" Asset Type from the dropdown menu. After selecting the Asset Type, click NEXT. The ADD ASSET ...
Add a Private Property Asset
To add a new asset click the CREATE NEW ASSETS button. The ADD ASSET page will then be displayed. Select the "Private Property" Asset Type from the dropdown menu. After selecting the Asset Type, click NEXT. The ADD ASSET DETAILS screen will then ...
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 ...