Annual Report and Annual Statement Update
We will commence sending Annual Statements to Members from 18th of October. The Annual Report will also be available on the AMG website, www.amgsuper.com.au, on the same day. Please note that electronic copies of Annual Statements will be available through AMG Adviser Online, in the Contact History section for each member from Friday 18th October 2013.
In order to assist with any questions you may have in regards to this year’s Member Statement we have compiled a Frequently Asked Questions (FAQ) guide. Please click here to download the FAQ guide. There will also be a Member directed FAQ available on the AMG website for clients to download.
Upgrades to AMG Adviser Online
On the 14 October 2013 we will be implementing a number of improvements to the AMG Adviser Online system based on feedback from you as advisers.
Some of the key developments include:
New “Member Reports” Button
This feature allows you to run a whole ranges of reports whilst viewing a client’s account. These reports include; Portfolio Valuation reports, Dividend reports, Transaction reports and more.
Capital Gains Reporting
To allow you to more effectively manage your clients’ portfolios we have now included a new page on each member’s account called “CGT Position.” This page will show any carried forward losses as well as any gains or losses in the current financial year to allow you to effectively manage the tax position of your accumulation clients.
New “Client Cash Holding Report”
This is an easy to read report that can be run across all your clients at once to see their current holdings in the different cash accounts. It allows you to easily identify any available cash that can be invested for all your clients in one report. The report can be found in the “Adviser Reports” menu when you log in.
Updated “Superannuation Summary Report”
This report provides a full summary of a client’s account including information on holdings and asset allocations. The report can be run for anytime period and we have now made improvements to include a specific percentage return figure for the period selected. This report can be found on the “Members Reports” page when viewing a client’s account.
As always we value your feedback and encourage you to be in contact with any ideas or improvements you would like to see in the AMG product.
For further information on the content of this adviser update please feel free to contact us on 1300 AMG AMG (1300 264 264) or firstname.lastname@example.org.