Join
Join

The below roadmap highlights the new improvements we are rolling out over the next 12 months.

Target DatesToolEnhancementsStatus
Q4, 2022Dedicated adviser services contact centre supportAdviser calls will shift from the general contact centre to a specialist team, so a more experienced team can support your queries.Delivered 
Adviser website
A new website will be launched, including dedicated adviser support pages with key information and forms.Delivered 
Adviser Portal

The Adviser Portal will be enhanced to provide the following functionality:

  • The ability to generate Centrelink Schedules
  • Self-generation of member account summaries (account rundown)
  • Self-registration for access to the Adviser Online portal.
Delivered 
Proposed enhancements in 2023
Q1 & Q2, 2023Fact sheets Client-friendly fact sheets will be available to support your conversations and advice.  
Advice fees Introduction of monthly fee deductions (for a period of 12 months) and higher fee caps. 
 
Adviser Portal

Further enhancements to the Adviser Portal will include the introduction of: 

  • A document upload facility (including for new applications) 
  • Registering/renewing your TPA  
  • An improved dashboard which includes TPA and advice fee reminders.
Registering/renewing your TPA has been delivered 
Q3, 2023Adviser PortalAbility for the adviser to initiate a digital fee process with member acceptance online. 
Q4, 2023Adviser PortalDevelopment of transact functionality.