WealthSolver Case Studies

Video Published May 2022

This 1 hour recorded webinar presented on the 31st May 2022 covers a number of common scenarios performed in WealthSolver. Scenarios covered include;

• Single fund rollover
• Multiple fund consolidation
• Like for Like
• Rebalance/switch
• Super to pension
• Withdraw and contribute to super across different entities
• SMSF

It also covers the various pages and functions encountered during the scenario building process.