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.