Note: Fund must be in 2021 financial year to prepare this report.
Overview
The Fact Finder 2021 report has been added to assist you in reviewing fund data and super changes. This includes using actual member and ledger data and will provide information into the reform changes to help you better prepare for 2021 and beyond. This report includes the following components:
Report Component |
Explanation |
Opportunity/Planning |
Fund Details |
This section will display:
|
N/A |
Members |
This section will display:
|
N/A |
Accumulation Member Information |
This section will display:
For each member. |
This section will provide information into the following reform changes:
|
Pension Member Information |
This section will display:
For each member. |
This section will provide information into the following reform changes:
|
Prepare
From the Main Toolbar, go to Reports. |
|
Select Reports. |
1. On the left-hand side of the Reports screen, locate the Fact Finder 2021 report. This can be found under Work Paper Reports.
2. Click thearrow on the right to move the report to the report pack list.
3. Select eitherDownload PDF, Download Excelor Download Wordto download the report in the format required.
You can also add this report to a Report Pack. See Reports for instructions.
Fact Finder Advisor Extract
The Fact Finder Advisor Extract report is the Fact Finder Report with the option to input notes and disclaimers in the settings tab.