Asgard launches EOFY website
Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year.
The website, dubbed EOFY (end of financial year, contains a number of features specifically aimed at assisting advisers.
Commenting on the launch, BT Financial Group head of platform product Kelly Power said the website was built to provide financial advisers with comprehensive strategic and functional information to alleviate the administrative burden at this very busy time of year.
"In the tradition of Asgard, this site has been developed with vital input from advisers. The net result is an easy-to-navigate website that provides timely tools and resources," she said.
According to Power, the website features:
- an interactive calendar with key cut-off dates for transactions that can be simply loaded in to either Microsoft Outlook or Lotus Notes;
- current information regarding key client reports and mailings including pre-paid interest offers, annual pension review letters, S290/personal tax deduction letters, investor reports, tax reports, annual audit reports, annual super pension reports and more; and
- a library of EOFY documents and guides.
Power said that from July advisers will be able to use the tax report look-up tool to find out when client reports have been finalised, posted and to where they have been sent.
She said financial advisers could also share the site with other professionals with whom they collaborate, such as accountants.
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