This is a comprehensive guide to Data Component Fields that can be generated through both the Advice Wizard and CRM.
- Data Components cannot be created to reflect custom fields created by a user
| Entity-Related Data Components | Other Data Components |
Adviser
| ABN | {Adviser.ABN} |
| Adviser address salution | {Adviser.AdviserAddressSalution} |
| Adviser company | {Adviser.AdviserCompany} |
| Adviser country | {Adviser.AdviserCountry} |
| Adviser email | {Adviser.AdvisereMail} |
| Adviser email signature | {Adviser.AdviserEmailSignature} |
| Adviser fax | {Adviser.AdviserFax} |
| Adviser name | {Adviser.AdviserName} |
| Adviser phone | {Adviser.AdviserPhone} |
| Adviser postal code | {Adviser.AdviserPostalCode} |
| Adviser qualification | {Adviser.AdviserQualification} |
| Adviser signature | {Adviser.AdviserSignature} |
| Adviser state | {Adviser.AdviserState} |
| Adviser street | {Adviser.AdviserStreet} |
| Adviser suburb | {Adviser.AdviserSuburb} |
| Authorized representative | {Adviser.AuthorizedRepNumber} |
| Corp. authorized representative number | {Adviser.CorporateAuthorizeRepNum} |
| Has calendar integration | {Adviser.HasCalendarIntegration} |
| Mailing address salution | {Adviser.AdviserMailingAddressSalution} |
| Mailing country | {Adviser.AdviserMailingCountry} |
| Mailing postalcode | {Adviser.AdviserMailingPostalCode} |
| Mailing state | {Adviser.AdviserMailingState} |
| Mailing street | {Adviser.AdviserMailingStreet} |
| Mailing suburb | {Adviser.AdviserMailingSuburb} |
| Phone(mobile) | {Adviser.AdviserMobile} |
| Rate per hour | {Adviser.HourlyRate} |
| Title | {Adviser.Title} |
| User reference number | {Adviser.UserReferenceNumber} |
Calculated Values
| Net asset value | {CalculatedValues.NetAssetValue} |
|
Net assets (Excluding lifestyle) (Existing) |
{CalculatedValues.NetExistingAssetsExcludingLifestyle} |
|
Net assets (Excluding lifestyle) (Proposed) |
{CalculatedValues.NetProposedAssetsExcludingLifestyle} |
| Net assets (Existing) | {CalculatedValues.NetExistingAssets} |
| Net assets (Proposed) | {CalculatedValues.NetProposedAssets} |
| Net income | {CalculatedValues.NetIncome} |
| Ongoing FDS fee | {CalculatedValues.OngoingFDSFee} |
| Ongoing FDS GST | {CalculatedValues.OngoingFDSGST} |
| Ongoing FDS Net amount | {CalculatedValues.OngoingFDSNetAmount} |
| Total asset values | {CalculatedValues.TotalAssetValues} |
|
Total assets (Excluding lifestyle) (Existing) |
{CalculatedValues.TotalExistingAssetsExcludingLifestyle} |
|
Total assets (Excluding lifestyle) (Proposed) |
{CalculatedValues.TotalProposedAssetsExcludingLifestyle} |
| Total assets (Existing) | {CalculatedValues.TotalExistingAssets} |
| Total assets (Proposed) | {CalculatedValues.TotalProposedAssets} |
| Total expenses | {CalculatedValues.TotalExpenses} |
| Total FDS fee | {CalculatedValues.TotalFDSFee} |
| Total FDS GST | {CalculatedValues.TotalFDSGST} |
| Total FDS Net amount | {CalculatedValues.TotalFDSNetAmount} |
| Total income | {CalculatedValues.TotalIncome} |
| Total investment value | {CalculatedValues.TotalInvestmentValue} |
| Total lifestyle asset | {CalculatedValues.TotalLifeStyleAsset} |
| Total loans amount | {CalculatedValues.TotalLoans} |
|
Total managed fund value |
{CalculatedValues.TotalManagedFundValue} |
|
Total model portfolio value |
{CalculatedValues.TotalModelPortfolioValue} |
| Total ongoing fee | {CalculatedValues.TotalOngoingAdviceFeeValue} |
| Total upfront fee | {CalculatedValues.TotalUpfrontAdviceFeeValue} |
| Upfront FDS fee | {CalculatedValues.UpfrontFDSFee} |
| Upfront FDS GST | {CalculatedValues.UpfrontFDSGST} |
| Upfront FDS Net amount | {CalculatedValues.UpfrontFDSNetAmount} |
Client Portal
| Individual user Id | {ClientPortal.IndividualuserID} |
| Spouse User Id | {ClientPortal.SpouseUserId} |
Company Details
| ABN | {Company.ABN} |
| ACN | {Company.ACN} |
| Adviser name | {Company.AdviserName} |
| Alternate email | {Company.AlternateEmail} |
| Business address | {Company.BussinessAddress} |
| Business address salutation | {Company.BusinessAddressSalutation} |
| Business country | {Company.BusinessCountry} |
| Business entity | {Company.BusinessEntity} |
| Business postal code | {Company.BusinessPostalCode} |
| Business state | {Company.BusinessState} |
| Business suburb | {Company.BusinessSuburb} |
| Company name | {Company.CompanyName} |
| Company purpose | {Company.CompanyPurpose} |
| Company type | {Company.CompanyType} |
| Customer number | {Company.CustomerNumber} |
| Date established | {Company.DateEstablished} |
| Description of activities | {Company.ActivityDescription} |
| Entity group name | {Company.EntityGroupName} |
| Estimated net value | {Company.EstimatedNetValue} |
| Fact find date | {Company.FactFindDate} |
| Fixed business expenses | {Company.FixedBusinessExpenses} |
| FSG Part 1 (Licensee) | {Company.FSGPart1Licensee} |
| FSG Part 1 provided date | {Company.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Company.FSGPart2Representative} |
| FSG Part 2 provided date | {Company.FSGPart2ProvidedDate} |
| Gross sales turnover | {Company.GrossSalesTurnOver} |
| Home fax | {Company.HomeFax} |
| Home phone | {Company.HomePhone} |
| Last appointment date | {Company.LastAppointmentDate} |
| Mailing address | {Company.MailingAddress} |
| Mailing address salutation | {Company.MailingAddressSalutation} |
| Mailing country | {Company.MailingCountry} |
| Mailing postal code | {Company.MailingPostalCode} |
| Mailing state | {Company.MailingState} |
| Mailing suburb | {Company.MailingSuburb} |
| Marketing class | {Company.MarketingClass} |
| Marketing review frequency | {Company.MarketingReviewFrequency} |
| Marketing status | {Company.MarketingStatus} |
| Mobile | {Company.Mobile} |
| Monthly newsletter | {Company.MonthlyNewsletter} |
| Nature | {Company.Nature} |
| Next appointment date | {Company.NextAppointmentDate} |
| Next review date | {Company.NextReviewDate} |
| No.of employees | {Company.NoOfEmployees} |
| Non-Super risk profile | {Company.NonSuperRiskProfile} |
| Note | {Company.Description} |
| Payroll pa | {Company.PayrollPA} |
| Preferred contact | {Company.PreferredContact} |
| Primary email | {Company.PrimaryEmail} |
| Principal contact | {Company.PrincipalContact} |
| Privacy Policy | {Company.PrivacyPolicy} |
| Privacy Policy provided date | {Company.PrivacyPolicyProvidedDate} |
| Referral source | {Company.ReferralSource} |
| Registration | {Company.Registration} |
| Risk profile | {Company.RiskProfile} |
| Risk profile description | {Company.RiskProfileDescription} |
| Super/Pension risk profile | {Company.SuperRiskProfile} |
| TFN | {Company.TFN} |
| Trading name | {Company.TradingName} |
| Website | {Company.WebSite} |
| Work fax | {Company.WorkFax} |
| Work phone | {Company.WorkPhone} |
Corporate Super Details
| Adviser name | {CorporateSuper.AdviserName} |
| Alternate email | {CorporateSuper.AlternateEmail} |
| Business address | {CorporateSuper.BussinessAddress} |
| Business country | {CorporateSuper.BusinessCountry} |
| Business postal code | {CorporateSuper.BusinessPostalCode} |
| Business salutation | {CorporateSuper.BusinessSalutation} |
| Business state | {CorporateSuper.BusinessState} |
| Business suburb | {CorporateSuper.BusinessSuburb} |
| Current super fund | {CorporateSuper.CurrentSuperFund} |
| Customer number | {CorporateSuper.CustomerNumber} |
| Eligibility | {CorporateSuper.Eligibility} |
| Employer name | {CorporateSuper.EmployerName} |
| Entity group name | {CorporateSuper.EntityGroupName} |
| Est.annual employee contributions | {CorporateSuper.AnnualEmployeeContributions} |
| Est.annual employer contributions | {CorporateSuper.AnnualEmployerContributions} |
| Estimated assets | {CorporateSuper.EstimatedAssets} |
| Fact find date | {CorporateSuper.FactFindDate} |
| FSG Part 1 (Licensee) | {CorporateSuper.FSGPart1Licensee} |
| FSG Part 1 provided date | {CorporateSuper.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {CorporateSuper.FSGPart2Representative} |
| FSG Part 2 provided date | {CorporateSuper.FSGPart2ProvidedDate} |
| Home fax | {CorporateSuper.HomeFax} |
| Home phone | {CorporateSuper.HomePhone} |
| Industry | {CorporateSuper.Industry} |
| Last appointment date | {CorporateSuper.LastAppointmentDate} |
| Mailing address | {CorporateSuper.MailingAddress} |
| Mailing country | {CorporateSuper.MailingCountry} |
| Mailing postal code | {CorporateSuper.MailingPostalCode} |
| Mailing salutation | {CorporateSuper.MailingSalutation} |
| Mailing state | {CorporateSuper.MailingState} |
| Mailing suburb | {CorporateSuper.MailingSuburb} |
| Marketing class | {CorporateSuper.MarketingClass} |
| Marketing review frequency | {CorporateSuper.MarketingReviewFrequency} |
| Marketing status | {CorporateSuper.MarketingStatus} |
| Mobile | {CorporateSuper.Mobile} |
| Monthly newsletter | {CorporateSuper.MarketingNewsLetter} |
| Next appointment date | {CorporateSuper.NextAppointmentDate} |
| Next review date | {CorporateSuper.NextReviewDate} |
| Non-Super risk profile | {CorporateSuper.NonSuperRiskProfile} |
| Note | {CorporateSuper.Description} |
| Preferred contact | {CorporateSuper.PreferredContact} |
| Primary contact | {CorporateSuper.PrimaryContact} |
| Primary email | {CorporateSuper.PrimaryEmail} |
| Privacy Policy | {CorporateSuper.PrivacyPolicy} |
| Privacy Policy provided date | {CorporateSuper.PrivacyPolicyProvidedDate} |
| Referral source | {CorporateSuper.ReferralSource} |
| Responsibility for contributions | {CorporateSuper.ResponsibilityForContributions} |
| Risk profile | {CorporateSuper.RiskProfile} |
| Risk profile description | {CorporateSuper.RiskProfileDescription} |
| Super decision maker | {CorporateSuper.SuperDecisionMaker} |
| Super/Pension risk profile | {CorporateSuper.SuperRiskProfile} |
| Type of fund | {CorporateSuper.TypeOfFund} |
| Website | {CorporateSuper.WebSite} |
| Work fax | {CorporateSuper.WorkFax} |
| Work phone | {CorporateSuper.WorkPhone} |
Dealer Details
| ABN | {Dealer.ABN} |
| Business address | {Dealer.BusinessAddress} |
| Business address salutation | {Dealer.BusinessAddressSalutation} |
| Business country | {Dealer.businessCountry} |
| Business postal code | {Dealer.BusinessPostalCode} |
| Business state | {Dealer.businessState} |
| Business suburb | {Dealer.BusinessSuburb} |
| Dealer group name | {Dealer.DealerGroupName} |
| Dealer logo | {Dealer.DealerLogo} |
| Fax | {Dealer.Fax} |
| Licence number | {Dealer.LicenceNumber} |
| Mailing address | {Dealer.MailingAddress} |
| Mailing address salutation | {Dealer.MailingAddressSalutation} |
| Mailing country | {Dealer.mailingCountry} |
| Mailing postal code | {Dealer.MailingPostalCode} |
| Mailing state | {Dealer.mailingState} |
| Mailing suburb | {Dealer.MailingSuburb} |
| Phone number | {Dealer.PhoneNumber} |
| Support email | {Dealer.SupportEmail} |
| Web site | {Dealer.WebSite} |
General
| FDS date range | {General.FDSDateRange} |
| Todays date | {General.TodaysDate} |
| Todays date with month | {General.TodaysDateWithFullMonth} |
Individual
| Adviser name | {Individual.AdviserName} |
| Age to retire | {Individual.AgeToRetire} |
| Alternate email | {Individual.AlternateEmail} |
| Australian resident | {Individual.AustralianResidance} |
| Centrelink reference number | {Individual.CentrelinkReferenceNumber} |
| Client age | {Individual.ClientAge} |
| Country of birth | {Individual.CountryOfBirth} |
| Customer number | {Individual.CustomerNumber} |
| Date of birth | {Individual.DateOfBirth} |
| Entity group name | {Individual.EntityGroupName} |
| Fact find date | {Individual.FactFindDate} |
| First name | {Individual.FirstName} |
| FSG Part 1 (Licensee) | {Individual.FSGPart1Licensee} |
| FSG Part 1 provided date | {Individual.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Individual.FSGPart2Representative} |
| FSG Part 2 provided date | {Individual.FSGPart2ProvidedDate} |
| Full name | {Individual.FullName} |
| Gender | {Individual.Gender} |
| Health | {Individual.Health} |
| Height (cm) | {Individual.Height} |
| Home address | {Individual.HomeAddress} |
| Home address salutation | {Individual.HomeAddressSalutation} |
| Home country | {Individual.HomeCountry} |
| Home fax | {Individual.HomeFax} |
| Home phone | {Individual.HomePhone} |
| Home postal code | {Individual.HomePostalCode} |
| Home state | {Individual.HomeState} |
| Home suburb | {Individual.HomeSuburb} |
| Last appointment date | {Individual.LastAppointmentDate} |
| Last name | {Individual.LastName} |
| Licence number | {Individual.LicenceNumber} |
| Mailing address | {Individual.MailingAddress} |
| Mailing address salutation | {Individual.MailingAddressSalutation} |
| Mailing country | {Individual.MailingCountry} |
| Mailing postal code | {Individual.MailingPostalCode} |
| Mailing state | {Individual.MailingState} |
| Mailing suburb | {Individual.MailingSuburb} |
| Marital status | {Individual.MaritalStatus} |
| Marketing class | {Individual.MarketingClass} |
| Marketing review frequency | {Individual.MarketingReviewFrequency} |
| Marketing status | {Individual.MarketingStatus} |
| Medical history | {Individual.MedicalHistory} |
| Middle name(s) | {Individual.MiddleName} |
| Mobile | {Individual.Mobile} |
| Monthly newsletter | {Individual.MonthlyNewsletter} |
| Nationality | {Individual.Nationality} |
| Next appointment date | {Individual.NextAppointmentDate} |
| Next FDS date | {Individual.NextFDSDate} |
| Next Opt-In date | {Individual.NextOptInDate} |
| Next review date | {Individual.NextReviewDate} |
| Non-Super risk profile | {Individual.NonSuperRiskProfile} |
| Note | {Individual.Description} |
| Occupation | {Individual.Occupation} |
| Preferred contact | {Individual.PreferredContact} |
| Preferred name | {Individual.PreferredName} |
| Preservation age | {Individual.PreservationAge} |
| Primary email | {Individual.PrimaryEmail} |
| Privacy Policy | {Individual.PrivacyPolicy} |
| Privacy Policy provided date | {Individual.PrivacyPolicyProvidedDate} |
| Private health insurance | {Individual.PrivateHealthInsurance} |
| Qualification details | {Individual.QualificationDetails} |
| Referral source | {Individual.ReferralSource} |
| Risk profile | {Individual.RiskProfile} |
| Risk profile description | {Individual.RiskProfileDescription} |
| Risk Profile overridden comments | {Individual.RiskprofileOverridedComments} |
| Smoker | {Individual.Smoker} |
| Super/Pension risk profile | {Individual.SuperRiskProfile} |
| Tax status | {Individual.TaxStatus} |
| TFN | {Individual.TFN} |
| Title | {Individual.Title} |
| Website | {Individual.WebSite} |
| Weight (kg) | {Individual.Weight} |
| Work fax | {Individual.WorkFax} |
| Work phone | {Individual.WorkPhone} |
Logged In User Details
| ABN | {LoggedInUser.UserABN} |
| Authorized representative number | {LoggedInUser.UserAuthorizedRepNumber} |
| Business address salutation | {LoggedInUser.UserAddressSalutation} |
| Business country | {LoggedInUser.UserCountry} |
| Business state | {LoggedInUser.UserState} |
| Business street | {LoggedInUser.UserStreet} |
| Business suburb | {LoggedInUser.UserSuburb} |
| Corp. authorized representative number | {LoggedInUser.UserCorporateAuthorizeRepNum} |
| Has calendar integration | {LoggedInUser.UserHasCalendarIntegration} |
| Mailing address salutation | {LoggedInUser.UserMalingAddressSalutation} |
| Mailing country | {LoggedInUser.UserMailingCountry} |
| Mailing postal code | {LoggedInUser.UserMailingPostalCode} |
| Mailing state | {LoggedInUser.UserMailingState} |
| Mailing street | {LoggedInUser.UserMailingStreet} |
| Mailing suburb | {LoggedInUser.UserMailingSuburb} |
| Phone(Mobile) | {LoggedInUser.UserMobile} |
| Phone(Work) | {LoggedInUser.UserPhone} |
| Rate per hour | {LoggedInUser.UserHourlyRate} |
| Title | {LoggedInUser.UserTitle} |
| User company | {LoggedInUser.UserCompany} |
| User email | {LoggedInUser.UserMail} |
| User email signature | {LoggedInUser.UserEmailSignature} |
| User fax | {LoggedInUser.UserFax} |
| User name | {LoggedInUser.UserName} |
| User postal code | {LoggedInUser.UserPostalCode} |
| User qualification | {LoggedInUser.UserQualification} |
| User reference number | {LoggedInUser.UserReferenceNumber} |
| User signature | {LoggedInUser.UserSignature} |
Organisation
| ABN | {Organisation.ABN} |
| Adviser name | {Organisation.AdviserName} |
| Alternate email | {Organisation.AlternateEmail} |
| Business address | {Organisation.BussinessAddress} |
| Business country | {Organisation.BusinessCountry} |
| Business postal code | {Organisation.BusinessPostalCode} |
| Business salutation | {Organisation.BusinessSalutation} |
| Business state | {Organisation.BusinessState} |
| Business suburb | {Organisation.BusinessSuburb} |
| Customer number | {Organisation.CustomerNumber} |
| Date established | {Organisation.DateEstablished} |
| Entity group name | {Organisation.EntityGroupName} |
| Fact find date | {Organisation.FactFindDate} |
| FSG Part 1 (Licensee) | {Organisation.FSGPart1Licensee} |
| FSG Part 1 provided date | {Organisation.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Organisation.FSGPart2Representative} |
| FSG Part 2 provided date | {Organisation.FSGPart2ProvidedDate} |
| Home fax | {Organisation.HomeFax} |
| Home phone | {Organisation.HomePhone} |
| Last appointment date | {Organisation.LastAppointmentDate} |
| Mailing address | {Organisation.MailingAddress} |
| Mailing country | {Organisation.MailingCountry} |
| Mailing postal code | {Organisation.MailingPostalCode} |
| Mailing salutation | {Organisation.MailingSalutation} |
| Mailing state | {Organisation.MailingState} |
| Mailing suburb | {Organisation.MailingSuburb} |
| Marketing class | {Organisation.MarketingClass} |
| Marketing review frequency | {Organisation.MarketingReviewFrequency} |
| Marketing status | {Organisation.MarketingStatus} |
| Mobile | {Organisation.Mobile} |
| Monthly newsletter | {Organisation.MarketingNewsLetter} |
| Next appointment date | {Organisation.NextAppointmentDate} |
| Next review date | {Organisation.NextReviewDate} |
| Non-Super risk profile | {Organisation.NonSuperRiskProfile} |
| Note | {Organisation.Description} |
| Organisation name | {Organisation.OrganisationName} |
| Organisation type | {Organisation.OrganisationType} |
| Preferred contact | {Organisation.PreferredContact} |
| Primary contact | {Organisation.PrimaryContact} |
| Primary email | {Organisation.PrimaryEmail} |
| Privacy Policy | {Organisation.PrivacyPolicy} |
| Privacy Policy provided date | {Organisation.PrivacyPolicyProvidedDate} |
| Referral source | {Organisation.ReferralSource} |
| Risk profile | {Organisation.RiskProfile} |
| Risk profile description | {Organisation.RiskProfileDescription} |
| Super/Pension risk profile | {Organisation.SuperRiskProfile} |
| Tax status | {Organisation.TaxStatus} |
| TFN | {Organisation.TFN} |
| Website | {Organisation.WebSite} |
| Work fax | {Organisation.WorkFax} |
| Work phone | {Organisation.WorkPhone} |
Partnership
| ABN | {Partnership.ABN} |
| Adviser name | {Partnership.AdviserName} |
| Alternate email | {Partnership.AlternateEmail} |
| Business address | {Partnership.BussinessAddress} |
| Business address salutation | {Partnership.BusinessAddressSalutation} |
| Business country | {Partnership.BusinessCountry} |
| Business postal code | {Partnership.BusinessPostalCode} |
| Business state | {Partnership.BusinessState} |
| Business suburb | {Partnership.BusinessSuburb} |
| Customer number | {Partnership.CustomerNumber} |
| Date established | {Partnership.DateEstablished} |
| Entity group name | {Partnership.EntityGroupName} |
| Fact find date | {Partnership.FactFindDate} |
| FSG Part 1 (Licensee) | {Partnership.FSGPart1Licensee} |
| FSG Part 1 provided date | {Partnership.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Partnership.FSGPart2Representative} |
| FSG Part 2 provided date | {Partnership.FSGPart2ProvidedDate} |
| Home fax | {Partnership.HomeFax} |
| Home phone | {Partnership.HomePhone} |
| Last appointment date | {Partnership.LastAppointmentDate} |
| Mailing address | {Partnership.MailingAddress} |
| Mailing address salutation | {Partnership.MailingAddressSalutation} |
| Mailing country | {Partnership.MailingCountry} |
| Mailing postal code | {Partnership.MailingPostalCode} |
| Mailing state | {Partnership.MailingState} |
| Mailing suburb | {Partnership.MailingSuburb} |
| Marketing class | {Partnership.MarketingClass} |
| Marketing review frequency | {Partnership.MarketingReviewFrequency} |
| Marketing status | {Partnership.MarketingStatus} |
| Mobile | {Partnership.Mobile} |
| Monthly newsletter | {Partnership.MonthlyNewsletter} |
| Next appointment date | {Partnership.NextAppointmentDate} |
| Next review date | {Partnership.NextReviewDate} |
| Non-Super risk profile | {Partnership.NonSuperRiskProfile} |
| Note | {Partnership.Description} |
| Partnership name | {Partnership.PartnershipName} |
| Partnership type | {Partnership.PartnershipType} |
| Preferred contact | {Partnership.PreferredContact} |
| Primary contact | {Partnership.PrimaryContact} |
| Primary email | {Partnership.PrimaryEmail} |
| Privacy Policy | {Partnership.PrivacyPolicy} |
| Privacy Policy provided date | {Partnership.PrivacyPolicyProvidedDate} |
| Referral source | {Partnership.ReferralSource} |
| Risk profile | {Partnership.RiskProfile} |
| Risk profile description | {Partnership.RiskProfileDescription} |
| Super/Pension risk profile | {Partnership.SuperRiskProfile} |
| TFN | {Partnership.TFN} |
| Website | {Partnership.WebSite} |
| Work fax | {Partnership.WorkFax} |
| Work phone | {Partnership.WorkPhone} |
Practice Details
| Business address | {Practice.BusinessAddress} |
| Business address salutation | {Practice.BusinessAddressSalutation} |
| Business country | {Practice.businessCountry} |
| Business postal code | {Practice.BusinessPostalCode} |
| Business state | {Practice.businessState} |
| Business suburb | {Practice.BusinessSuburb} |
| Code | {Practice.PracticeCode} |
| Fax | {Practice.Fax} |
| Is sub practice | {Practice.IsSubPractice} |
| Mailing address | {Practice.MailingAddress} |
| Mailing address salutation | {Practice.MailingAddressSalutation} |
| Mailing country | {Practice.mailingCountry} |
| Mailing postal code | {Practice.MailingPostalCode} |
| Mailing state | {Practice.mailingState} |
| Mailing suburb | {Practice.MailingSuburb} |
| Phone number | {Practice.PhoneNumber} |
| Practice logo | {Practice.PracticeLogo} |
| Practice name | {Practice.PracticeName} |
| Support email | {Practice.SupportEmail} |
| Web site | {Practice.WebSite} |
SMSF Entity Details
| ABN | {SMSF.ABN} |
| Adviser name | {SMSF.AdviserName} |
| Alternate email | {SMSF.AlternateEmail} |
| Business address | {SMSF.BussinessAddress} |
| Business address salutation | {SMSF.BusinessAddressSalutation} |
| Business country | {SMSF.BusinessCountry} |
| Business postal code | {SMSF.BusinessPostalCode} |
| Business state | {SMSF.BusinessState} |
| Business suburb | {SMSF.BusinessSuburb} |
| Customer number | {SMSF.CustomerNumber} |
| Entity group name | {SMSF.EntityGroupName} |
| Fact find date | {SMSF.FactFindDate} |
| FSG Part 1 (Licensee) | {SMSF.FSGPart1Licensee} |
| FSG Part 1 provided date | {SMSF.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {SMSF.FSGPart2Representative} |
| FSG Part 2 provided date | {SMSF.FSGPart2ProvidedDate} |
| Fund established date | {SMSF.FundEstablishedDate} |
| Fund type | {SMSF.FundType} |
| Home fax | {SMSF.HomeFax} |
| Home phone | {SMSF.HomePhone} |
| Investment phase | {SMSF.InvestmentPhase} |
| Last appointment date | {SMSF.LastAppointmentDate} |
| Mailing address | {SMSF.MailingAddress} |
| Mailing address salutation | {SMSF.MailingAddressSalutation} |
| Mailing country | {SMSF.MailingCountry} |
| Mailing postal code | {SMSF.MailingPostalCode} |
| Mailing state | {SMSF.MailingState} |
| Mailing suburb | {SMSF.MailingSuburb} |
| Marketing class | {SMSF.MarketingClass} |
| Marketing review frequency | {SMSF.MarketingReviewFrequency} |
| Marketing status | {SMSF.MarketingStatus} |
| Mobile | {SMSF.Mobile} |
| Monthly newsletter | {SMSF.MonthlyNewsletter} |
| Next appointment date | {SMSF.NextAppointmentDate} |
| Next review date | {SMSF.NextReviewDate} |
| Non-Super risk profile | {SMSF.NonSuperRiskProfile} |
| Note | {SMSF.Description} |
| Preferred contact | {SMSF.PreferredContact} |
| Primary contact | {SMSF.PrimaryContact} |
| Primary email | {SMSF.PrimaryEmail} |
| Privacy Policy | {SMSF.PrivacyPolicy} |
| Privacy Policy provided date | {SMSF.PrivacyPolicyProvidedDate} |
| Referral source | {SMSF.ReferralSource} |
| Risk profile | {SMSF.RiskProfile} |
| Risk profile description | {SMSF.RiskProfileDescription} |
| Segmentation of assets | {SMSF.AssetsSegmentation} |
| SMSF name | {SMSF.SMSFName} |
| Super/Pension risk profile | {SMSF.SuperRiskProfile} |
| TFN | {SMSF.TFN} |
| Trust deed last updated date | {SMSF.TrustDeedLastUpdated} |
| Trustee | {SMSF.TrusteeType} |
| Website | {SMSF.WebSite} |
| Work fax | {SMSF.WorkFax} |
| Work phone | {SMSF.WorkPhone} |
Spouse Entity Details
| Age to retire | {Spouse.AgeToRetire} |
| Alternate email | {Spouse.AlternateEmail} |
| Australian resident | {Spouse.AustralianResidance} |
| Centrelink reference number | {Spouse.CentrelinkReferenceNumber} |
| Client age | {Spouse.ClientAge} |
| Country of birth | {Spouse.CountryOfBirth} |
| Customer number | {Spouse.CustomerNumber} |
| Date of birth | {Spouse.DateOfBirth} |
| Fact find date | {Spouse.FactFindDate} |
| First name | {Spouse.FirstName} |
| FSG Part 1 (Licensee) | {Spouse.FSGPart1Licensee} |
| FSG Part 1 provided date | {Spouse.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Spouse.FSGPart2Representative} |
| FSG Part 2 provided date | {Spouse.FSGPart2ProvidedDate} |
| Full name | {Spouse.FullName} |
| Gender | {Spouse.Gender} |
| Health Info | {Spouse.Health} |
| Height (cm) | {Spouse.Height} |
| Home address | {Spouse.HomeAddress} |
| Home address salutation | {Spouse.HomeAddressSalutation} |
| Home country | {Spouse.HomeCountry} |
| Home fax | {Spouse.HomeFax} |
| Home phone | {Spouse.HomePhone} |
| Home postal Code | {Spouse.HomePostalCode} |
| Home state | {Spouse.HomeState} |
| Home suburb | {Spouse.HomeSuburb} |
| Last appointment date | {Spouse.LastAppointmentDate} |
| Last name | {Spouse.LastName} |
| Licence number | {Spouse.LicenceNumber} |
| Mailing address | {Spouse.MailingAddress} |
| Mailing address salutation | {Spouse.MailingAddressSalutation} |
| Mailing country | {Spouse.MailingCountry} |
| Mailing postal code | {Spouse.MailingPostalCode} |
| Mailing state | {Spouse.MailingState} |
| Mailing suburb | {Spouse.MailingSuburb} |
| Marital status | {Spouse.MaritalStatus} |
| Marketing class | {Spouse.MarketingClass} |
| Marketing review frequency | {Spouse.MarketingReviewFrequency} |
| Marketing status | {Spouse.MarketingStatus} |
| Medical history | {Spouse.MedicalHistory} |
| Middle name(s) | {Spouse.MiddleName} |
| Mobile | {Spouse.Mobile} |
| Monthly newsletter | {Spouse.MonthlyNewsletter} |
| Nationality | {Spouse.Nationality} |
| Next FDS date | {Spouse.NextFDSDate} |
| Next Opt-In date | {Spouse.NextOptInDate} |
| Next review date | {Spouse.NextReviewDate} |
| Non-Super risk profile | {Spouse.NonSuperRiskProfile} |
| Note | {Spouse.Description} |
| Occupation | {Spouse.Occupation} |
| Preferred contact | {Spouse.PreferredContact} |
| Preferred name | {Spouse.PreferredName} |
| Preservation age | {Spouse.PreservationAge} |
| Primary email | {Spouse.PrimaryEmail} |
| Privacy Policy | {Spouse.PrivacyPolicy} |
| Privacy Policy provided date | {Spouse.PrivacyPolicyProvidedDate} |
| Private health Insurance | {Spouse.PrivateHealthInsurance} |
| Qualification details | {Spouse.QualificationDetails} |
| Referral source | {Spouse.ReferralSource} |
| Risk profile | {Spouse.RiskProfile} |
| Risk profile description | {Spouse.RiskProfileDescription} |
| Risk Profile overridden comments | {Spouse.RiskprofileOverridedComments} |
| Smoker | {Spouse.Smoker} |
| Super/Pension risk profile | {Spouse.SuperRiskProfile} |
| Tax status | {Spouse.TaxStatus} |
| TFN | {Spouse.TFN} |
| Title | {Spouse.Title} |
| Website | {Spouse.WebSite} |
| Weight (kg) | {Spouse.Weight} |
| Work fax | {Spouse.WorkFax} |
| Work phone | {Spouse.WorkPhone} |
Task Details
| Additional comments | {Task.AdditionalComments} |
| Completed checklist items | {Task.CompletedChecklistsItems} |
| current milestone | {Task.currentMilestone} |
| Entity email | {Task.EntityEmail} |
| Entity full name | {Task.EntityFullName} |
| Incomplete checklist items | {Task.IncompleteChecklistItems} |
| Milestone due date | {Task.MilestoneDueDate} |
| Running comments | {Task.RunningComments} |
| Task attachments | {Task.TaskAttachments} |
| Task due date | {Task.TaskDueDate} |
| Task name | {Task.TaskName} |
| Workflow due date | {Task.WorkflowDueDate} |
| Workflow name | {Task.WorkflowName} |
| Workflow status | {Task.WorkflowStatus} |
Trust Entity Details
| ABN | {Trust.ABN} |
| Adviser name | {Trust.AdviserName} |
| Alternate email | {Trust.AlternateEmail} |
| Business address | {Trust.BussinessAddress} |
| Business address salutation | {Trust.BusinessAddressSalutation} |
| Business country | {Trust.BusinessCountry} |
| Business postal code | {Trust.BusinessPostalCode} |
| Business state | {Trust.BusinessState} |
| Business suburb | {Trust.BusinessSuburb} |
| Customer number | {Trust.CustomerNumber} |
| Date of Deed | {Trust.DateOfDeed} |
| Deed last updated | {Trust.DeedLastUpdated} |
| Entity group name | {Trust.EntityGroupName} |
| Fact find date | {Trust.FactFindDate} |
| FSG Part 1 (Licensee) | {Trust.FSGPart1Licensee} |
| FSG Part 1 provided date | {Trust.FSGPart1ProvidedDate} |
| FSG Part 2 (Representative) | {Trust.FSGPart2Representative} |
| FSG Part 2 provided date | {Trust.FSGPart2ProvidedDate} |
| Home fax | {Trust.HomeFax} |
| Home phone | {Trust.HomePhone} |
| Last appointment date | {Trust.LastAppointmentDate} |
| Mailing address | {Trust.MailingAddress} |
| Mailing address salutation | {Trust.MailingAddressSalutation} |
| Mailing country | {Trust.MailingCountry} |
| Mailing postal code | {Trust.MailingPostalCode} |
| Mailing state | {Trust.MailingState} |
| Mailing suburb | {Trust.MailingSuburb} |
| Marketing class | {Trust.MarketingClass} |
| Marketing review frequency | {Trust.MarketingReviewFrequency} |
| Marketing status | {Trust.MarketingStatus} |
| Mobile | {Trust.Mobile} |
| Monthly newsletter | {Trust.MonthlyNewsletter} |
| Name | {Trust.Name} |
| Next appointment date | {Trust.NextAppointmentDate} |
| Next review date | {Trust.NextReviewDate} |
| Non-Super risk profile | {Trust.NonSuperRiskProfile} |
| Note | {Trust.Description} |
| Preferred contact | {Trust.PreferredContact} |
| primary contact | {Trust.primaryContact} |
| Primary email | {Trust.PrimaryEmail} |
| Privacy Policy | {Trust.PrivacyPolicy} |
| Privacy Policy provided date | {Trust.PrivacyPolicyProvidedDate} |
| Referral source | {Trust.ReferralSource} |
| Risk profile | {Trust.RiskProfile} |
| Risk profile description | {Trust.RiskProfileDescription} |
| Super/Pension risk profile | {Trust.SuperRiskProfile} |
| TFN | {Trust.TFN} |
| Trust purpose | {Trust.TrustPurpose} |
| Trust type | {Trust.TrustType} |
| Website | {Trust.WebSite} |
| Work fax | {Trust.WorkFax} |
| Work phone | {Trust.WorkPhone} |
Bulk
Please note the below list are only applicable for Bulk Documents:
| Bulk Adviser Name | {Bulk.AdviserDisplayName} |
| Bulk Alternate Email | {Bulk.AlternateEmail} |
| Bulk Current Date | {Bulk.CurrentDate} |
| Bulk Entity Name | {Bulk.EntityName} |
| Bulk Fact Find Date | {Bulk.FactFindDate} |
| Bulk Fax | {Bulk.Fax} |
| Bulk FSG Part 1 Licensee | {Bulk.FSGPart1Licensee} |
| Bulk FSG Part 1 Provided Date | {Bulk.FSGPart1ProvidedDate} |
| Bulk FSG Part 2 Representative | {Bulk.FSGPart2Representative} |
| Bulk FSG Part 2 Provided Date | {Bulk.FSGPart2ProvidedDate} |
| Bulk Home Phone | {Bulk.HomePhone} |
| Bulk Individual User ID | {Bulk.IndividualuserId} |
| Bulk Last Appointment Date | {Bulk.LastAppointmentDate} |
| Bulk Mailing address | {Bulk.MailingAddress} |
| Bulk Mailing address salutation | {Bulk.MailingAddressSalutation} |
| Bulk Mailing country | {Bulk.MailingCountry} |
| Bulk Mailing postal code | {Bulk.MailingPostalCode} |
| Bulk Mailing state | {Bulk.MailingState} |
| Bulk Mailing suburb | {Bulk.MailingSuburb} |
| Bulk Marketing Class |
{Bulk.MarketingClass} |
| Bulk Marketing Review Frequency |
{Bulk.MarketingReviewFrequency} |
| Bulk Marketing Status |
{Bulk.MarketingStatus} |
| Bulk Mobile |
{Bulk.Mobile} |
| Bulk Next Review Date |
{Bulk.NextReviewDate} |
| Bulk Primary Email |
{Bulk.PrimaryEmail} |
| Bulk Privacy Policy |
{Bulk.PrivacyPolicy} |
| Bulk Privacy Policy Provided Date |
{Bulk.PrivacyPolicyProvidedDate} |
| Bulk Risk Profile |
{Bulk.RiskProfile} |
| Bulk Web Site |
{Bulk.WebSite} |
| Bulk Work Phone |
{Bulk.WorkPhone} |