What’s progressed
Our team has been busy developing these updates for you:
1. Master Data will be rolled out for all clients
Good news – all our clients can now access Master Data, part of the Form Builder module, for free!
With Master Data, you can view, manage and update fund structure information, including:
Adding new product investment menus, investment options, and fees and costs.
Mapping relationships between the above elements.
Viewing investment pathways.
You can build the 605.0 RSE Structure form with ease, efficiency and accuracy by streamlining data validation and reporting.
It’s just a taste of what our full Form Builder can do.
2. We're SDT Phase 2 ready, are you?From early April, clients can start testing Superannuation Data Transformation (SDT) Phase 2 reporting, for a smooth transition before APRA’s mandated deadlines. It’s another way we help you stay ahead. Choose to pay per play and test your fund data for Phase 2 validations – all in a test environment designed for your fund. With SDT Phase 2 reporting to start in late 2025, this allows you to get familiar with the reporting requirements, processes and data structures | 3. Admin platform access update (coming soon)
Enjoy clearer visibility of roles and permissions, and peace of mind that your user roles align with regulatory requirements. |