This is a comprehensive guide to Data Component Tables that can be generated through both the Advice Wizard and CRM.
- Asset Allocation Full
- Current Asset Allocation
- Proposed Asset Allocation
- Dollar Only Asset Allocation
- Percent Only Asset Allocation
- Existing Insurance - AW
- Existing Insurance - CRM
- Proposed Insurance - AW
- Upfront or Ongoing Commission $
- Upfront or Ongoing Commission %
- Upfront or Ongoing Commission (Adviser)
- Upfront or Ongoing Commission (All)
- Upfront or Ongoing Commission (Dealer and Adviser)
- Compare Super/Pension - Summary
- Compare Super/Pension - Reason for Recommendation
- Compare Super/Pension - Fees
- Compare Super - Show Only Selected Sections
- Compare Pension - Show Only Selected Sections
- Compare Super Products (excl fees)
- Compare Pension Products (excl fees)
- Compare Super - Show All Sections
- Compare Pension - Show All Sections
- Compare Super - Product Overview
- Compare Pension - Product Overview
- Compare Super - Portfolio
Advice Wizard - Recommendations
- Lifestyle Assets - Details
- Lifestyle Assets - Contribution or Withdrawal
- Loans - Drawdowns
- Loans - Repayments
- Loans - Details
- Non-Super Assets - Details
- Non-Super Assets - Contribution or Withdrawal
- ABP and TTR Pension - Details
- ABP and TTR Pension - Payments
- Pension Withdrawals
- Portfolio Tables
- Portfolio - Simple
- Portfolio - Fee Comparison
- Portfolio - Rebalance
- Portfolio Rebalance (Simple)
- Super Contributions - All and Regular
- Super Contributions - Lump Sum
- Super or Pension - Rollover
- Super Withdrawals - All and Regular
- Super Withdrawals - Lump Sum
- Cashflow Projections
- Cashflow Projections - Year 1
- Asset Projections
- Asset Summary Baseline
- Superannuation Projections
- Tax Projections
- Tax Baseline - Year 1
- Account Summary
- Portfolio Valuation
- Asset Allocation
- Asset Classes Growth and Defensive
- Extended Valuation
- Portfolio Review
- Portfolio Review with IRR - Last 12 Months
- Portfolio Review with IRR - Other Terms
- Transaction History
- Income Summary
Asset Allocation
Can only be generated via Advice Wizard
Asset Allocation Full
Example:
System Tags:
Tag: {AssetAllocation.OverallTable}
Tag: {AssetAllocation.OverallClientTable}
Tag: {AssetAllocation.OverallSpouseTable}
Tag: {AssetAllocation.PensionClientTable}
Tag: {AssetAllocation.PensionSpouseTable}
Tag: {AssetAllocation.PersonalClientTable}
Tag: {AssetAllocation.PersonalSpouseTable}
Tag: {AssetAllocation.SuperClientTable}
Tag: {AssetAllocation.SuperSpouseTable}
Tag: {AssetAllocation.SuperAndPensionClientTable}
Tag: {AssetAllocation.SuperAndPensionSpouseTable}
Current Asset Allocation
Example:
System Tags:
Tag: {AssetAllocation.OverallTableCurrent}
Tag: {AssetAllocation.OverallClientTableCurrent}
Tag: {AssetAllocation.OverallSpouseTableCurrent}
Tag: {AssetAllocation.PensionClientTableCurrent}
Tag: {AssetAllocation.PensionSpouseTableCurrent}
Tag: {AssetAllocation.PersonalClientTableCurrent}
Tag: {AssetAllocation.PersonalSpouseTableCurrent}
Tag: {AssetAllocation.SuperClientTableCurrent}
Tag: {AssetAllocation.SuperSpouseTableCurrent}
Tag: {AssetAllocation.SuperAndPensionClientTableCurrent}
Tag: {AssetAllocation.SuperAndPensionSpouseTableCurrent}
Proposed Asset Allocation
Example:
System Tags:
Tag: {AssetAllocation.OverallTableProposed}
Tag: {AssetAllocation.OverallClientTableProposed}
Tag: {AssetAllocation.OverallSpouseTableProposed}
Tag: {AssetAllocation.PensionClientTableProposed}
Tag: {AssetAllocation.PensionSpouseTableProposed}
Tag: {AssetAllocation.PersonalClientTableProposed}
Tag: {AssetAllocation.PersonalSpouseTableProposed}
Tag: {AssetAllocation.SuperClientTableProposed}
Tag: {AssetAllocation.SuperSpouseTableProposed}
Tag: {AssetAllocation.SuperAndPensionClientTableProposed}
Tag: {AssetAllocation.SuperAndPensionSpouseTableProposed}
Dollar Only Asset Allocation
Example:
System Tags:
Tag: {AssetAllocation.OverallTableDollar}
Tag: {AssetAllocation.OverallClientTableDollar}
Tag: {AssetAllocation.OverallSpouseTableDollar}
Tag: {AssetAllocation.PensionClientTableDollar}
Tag: {AssetAllocation.PensionSpouseTableDollar}
Tag: {AssetAllocation.PersonalClientTableDollar}
Tag: {AssetAllocation.PersonalSpouseTableDollar}
Tag: {AssetAllocation.SuperClientTableDollar}
Tag: {AssetAllocation.SuperSpouseTableDollar}
Tag: {AssetAllocation.SuperAndPensionClientTableDollar}
Tag: {AssetAllocation.SuperAndPensionSpouseTableDollar}
Percent Only Asset Allocation
Example:
System Tags:
Tag: {AssetAllocation.OverallTablePercent}
Tag: {AssetAllocation.OverallClientTablePercent}
Tag: {AssetAllocation.OverallSpouseTablePercent}
Tag: {AssetAllocation.PensionClientTablePercent}
Tag: {AssetAllocation.PensionSpouseTablePercent}
Tag: {AssetAllocation.PersonalClientTablePercent}
Tag: {AssetAllocation.PersonalSpouseTablePercent}
Tag: {AssetAllocation.SuperClientTablePercent}
Tag: {AssetAllocation.SuperSpouseTablePercent}
Tag: {AssetAllocation.SuperAndPensionClientTablePercent}
Tag: {AssetAllocation.SuperAndPensionSpouseTablePercent}
Insurance
(Can only be generated via Advice Wizard unless stated otherwise)
Existing Insurance - AW
Example:
System Tag:
{Insurance.ExistingInsuranceAW}
Existing Insurance - CRM
(Note: Difference between the AW version is the Status column. This tag can be generated via CRM also.)
Example:
System Tag:
{Insurance.ExistingInsuranceCRM}
Proposed Insurance - AW
Example:
System Tag:
{Insurance.ProposedInsuranceAW}
Upfront or Ongoing Commission $
Example:
System Tags:
Tag: {Insurance.UpfrontCommissionDollar}
Tag: {Insurance.OngoingCommissionDollar}
Upfront or Ongoing Commission %
Example:
System Tags:
Tag: {Insurance.UpfrontCommissionPercent}
Tag: {Insurance.OngoingCommissionPercent}
Upfront or Ongoing Commission (Adviser)
Example:
System Tag:
Tag: {Insurance.UpfrontCommissionAdviser}
Tag: {Insurance.OngoingCommissionAdviser}
Upfront or Ongoing Commission (All)
(Includes Practice)
Example:
System Tag:
Tag: {Insurance.UpfrontCommissionAll}
Tag: {Insurance.OngoingCommissionAll}
Upfront or Ongoing Commission (Dealer and Adviser)
Example:
System Tags:
Tag: {Insurance.UpfrontCommissionDealerAdviser}
Tag: {Insurance.OngoingCommissionDealerAdviser}
Compare Super & Pension
(Can only be generated via Advice Wizard)
Compare Super/Pension - Summary
(Please note the format for this data component table is not based on your table style, however you can update this to your own table style as part of post-editing as per below example. The highlighted rows reflect your selection when completing your Advice Wizard recommendation)
Example:
System Tags:
Tag: {CompareSuper.CompareSuper}
Tag: {ComparePension.ComparePension}
Compare Super/Pension - Reason for Recommendation
Example:
From funds: Air Liquide Superannuation Plan, AMG Super - Corporate Super
To fund: Rest Super
Reasons for recommending this product change: I have recommended you rollover your existing superannuation fund to the proposed superannuation fund because of its high pedigree of Member Servicing and Administration Services available. This is in line with your objectives to invest in a fund that requires less hands-on management and administration. I have recommended you rollover your existing superannuation fund to the proposed superannuation fund because of its competitive fee structure which is in line with your objectives to invest in a more cost-effective superannuation fund that will allow you to accumulate funds in preparation for your eventual retirement.
System Tag:
Tag: {CompareSuper.ProductReplacementExplanation}
Tag: {ComparePension.ProductReplacementExplanation}
Compare Super/Pension - Fees
Example:
System Tags:
Tag: {CompareSuper.CompareSuperFees}
Tag: {ComparePension.ComparePensionFees}
Compare Super - Show Only Selected Sections
Example:
System Tag:
Tag: {CompareSuper.CompareSuperProducts}
Compare Pension - Show Only Selected Sections
Example:
System Tag:
Tag: {ComparePension.ComparePensionProducts}
Compare Super Products (excl fees)
Example:
System Tag:
Tag: {CompareSuper.CompareSuperProductsExclFees}
Compare Pension Products (excl fees)
Example:
System Tags:
Tag: {ComparePension.ComparePensionProductsExclFees}
Compare Super - Show All Sections
Example:
System Tags:
Tag: {CompareSuper.DetailedAnalysis}
Compare Pension - Show All Sections
Example:
System Tags:
Tag: {ComparePension.DetailedAnalysis}
Compare Super - Product Overview
Example:
System Tag:
Tag: {CompareSuper.CompareSuperOverview}
Compare Pension - Product Overview
Example:
System Tags:
Tag: {ComparePension.ComparePensionOverview}
Compare Super - Portfolio
Example:
System Tag:
Tag: {CompareSuper.Portfolio}
Advice Wizard - Recommendations
(Can only be generated by the Advice Wizard)
Lifestyle Assets - Details
Example:
System Tags:
Tag: {Recommendation.ActionLifestyleDetailExisting}
Tag: {Recommendation.ActionLifestyleDetail}
Tag: {Recommendation.ActionLifestyleDetailNew}
Lifestyle Assets - Contribution or Withdrawal
Example:
System Tags:
Tag: {Recommendation.ActionLifestyleContributionLumpSum}
Tag: {Recommendation.ActionLifestyleWithdrawalLumpSum}
Loans - Drawdowns
Example:
System Tags:
Tag: {Recommendation.ActionLoanDrawdown}
Tag: {Recommendation.ActionLoanDrawdownLumpSum}
Tag: {Recommendation.ActionLoanDrawdownRegular}
Loans - Repayments
Example:
System Tags:
Tag: {Recommendation.ActionLoanRepayment}
Tag: {Recommendation.ActionLoanRepaymentLumpSum}
Tag: {Recommendation.ActionLoanRepaymentRegular}
Loans - Details
Example:
System Tags:
Tag: {Recommendation.ActionLoansDetailExisting}
Tag: {Recommendation.ActionLoansDetail}
Tag: {Recommendation.ActionLoansDetailRecommended}
Non-Super Assets - Details
Example:
System Tags:
Tag: {Recommendation.ActionNonSuperDetailExisting}
Tag: {Recommendation.ActionNonSuperDetail}
Tag: {Recommendation.ActionNonSuperDetailNew}
Non-Super Assets - Contribution or Withdrawal
Example:
System Tags:
Tag: {Recommendation.ActionNonSuperContribution}
Tag: {Recommendation.ActionNonSuperContributionLumpSum}
Tag: {Recommendation.ActionNonSuperContributionRegular}
Tag: {Recommendation.ActionNonSuperWithdrawal}
Tag: {Recommendation.ActionNonSuperWithdrawalLumpSum}
Tag: {Recommendation.ActionNonSuperWithdrawalRegular}
ABP and TTR Pension - Details
Example:
System Tags:
Tag: {Recommendation.ActionPensionABPDetailExisting}
Tag: {Recommendation.ActionPensionABPDetail}
Tag: {Recommendation.ActionPensionABPDetailNew}
Tag: {Recommendation.ActionPensionTTRDetailExisting}
Tag: {Recommendation.ActionPensionTTRDetail}
Tag: {Recommendation.ActionPensionTTRDetailNew}
ABP and TTR Pension - Payments
Example:
System Tags:
Tag: {Recommendation.ActionPensionPaymentABP}
Tag: {Recommendation.ActionPensionPaymentTTR}
Pension Withdrawal
Example:
System Tags:
Tag: {Recommendation.ActionPensionWithdrawal}
Tag: {Recommendation.ActionPensionWithdrawalLumpSum}
Tag: {Recommendation.ActionPensionWithdrawalRegular}
Advice Wizard Portfolio
(Can only be generated via Advice Wizard)
Portfolio Tables
Example:
System Tags:
Tag: {Recommendation.PortfolioNonSuperCurrent}
Tag: {Recommendation.PortfolioNonSuperProposed}
Tag: {Recommendation.PortfolioSuperCurrent}
Tag: {Recommendation.PortfolioSuperProposed}
Tag: {Recommendation.PortfolioPensionCurrent}
Tag: {Recommendation.PortfolioPensionProposed}
Portfolio - Simple
Example:
System Tags
Tag: {Recommendation.PortfolioNonSuperCurrentSimple}
Tag: {Recommendation.PortfolioNonSuperProposedSimple}
Tag: {Recommendation.PortfolioSuperCurrentSimple}
Tag: {Recommendation.PortfolioSuperProposedSimple}
Tag: {Recommendation.PortfolioPensionCurrentSimple}
Tag: {Recommendation.PortfolioPensionProposedSimple}
Portfolio - Fee Comparison
Example:
System Tags:
Tag: {Recommendation.PortfolioNonSuperFeeComparison}
Tag: {Recommendation.PortfolioSuperFeeComparison}
Tag: {Recommendation.PortfolioPensionFeeComparison}
Portfolio - Rebalance
Example:
System Tags:
Tag: {Recommendation.PortfolioNonSuperRebalance}
Tag: {Recommendation.PortfolioSuperRebalance}
Tag: {Recommendation.PortfolioPensionRebalance}
Portfolio Rebalance (Simple)
Example:
System Tags:
Tag: {Recommendation.PortfolioNonSuperRebalanceSimple}
Tag: {Recommendation.PortfolioSuperRebalanceSimple}
Tag: {Recommendation.PortfolioPensionRebalanceSimple}
Super Contributions - All and Regular
Example:
System Tags:
Tag: {Recommendation.ActionSuperContributionAll}
Tag: {Recommendation.ActionSuperContributionNonConcessional}
Tag: {Recommendation.ActionSuperContributionNonConcessionalRegular}
Tag: {Recommendation.ActionSuperContributionEmployer}
Tag: {Recommendation.ActionSuperContributionEmployerRegular}
Tag: {Recommendation.ActionSuperContributionSalary}
Tag: {Recommendation.ActionSuperContributionSalaryRegular}
Super Contributions - Lump Sum
Example:
Tag: {Recommendation.ActionSuperContributionSalaryLumpSum}
Tag: {Recommendation.ActionSuperContributionNonConcessionalLumpSum}
Tag: {Recommendation.ActionSuperContributionEmployerLumpSum}
Super or Pension - Rollover
Example:
System Tags:
Tag: {Recommendation.ActionSuperPensionRollover}
Super Withdrawals - All and Regular
Example:
System Tags:
Tag: {Recommendation.ActionSuperWithdrawal}
Tag: {Recommendation.ActionSuperWithdrawalRegular}
Super Withdrawals - Lump Sum
Example;
System Tags:
Tag: {Recommendation.ActionSuperWithdrawalLumpSum}
Advice Wizard Projections
(Can only be generated via Advice Wizard)
Cashflow Projections
Example:
System Tags:
Tag: {Projection.CashFlowProjection}
Tag: {Projection.CashFlowProjection.Baseline}
Tag: {Projection.LifestyleProjection}
Tag: {Projection.LifestyleProjection.Baseline}
Tag: {Projection.LoansProjection}
Tag: {Projection.LoansProjection.Baseline}
Tag: {Projection.OrdinaryProjection}
Tag: {Projection.OrdinaryProjection.Baseline}
Tag: {Projection.PensionProjection}
Tag: {Projection.PensionProjection.Baseline}
Cashflow Projections - Year 1
Example:
System Tags:
Tag: {Projection.CashFlowProjection.Baseline.Year1}
Asset Projections
Example:
System Tags:
Tag: {Projection.Projection}
Tag: {Projection.Summary}
Tag: {Projection.TotalNetAssetsExcludingIncludingLifeStyle}
Tag: {Projection.TotalNetAssetsExcludingIncludingLifeStyleExtended}
Tag: {Projection.TotalNetAssets}
Tag: {Projection.TotalNetAssetsExtended}
Tag: {Projection.TotalNetAssetsExcludingLifestyle}
Tag: {Projection.TotalNetAssetsExcludingLifestyleExtended}
Asset Summary Baseline
Example:
System Tags:
Tag: {Projection.Summary.Baseline}
Superannuation Projections
Example:
System Tags:
Tag: {Projection.SuperannuationProjection}
Tag: {Projection.SuperannuationProjection.Baseline}
Tax Projections
Example:
System Tags:
Tag: {Projection.Tax}
Tag: {Projection.Tax.Baseline}
Tag: {Projection.TaxSpouse}
Tag: {Projection.TaxSpouse.Baseline}
Tax Baseline - Year 1
Example:
System Tags:
Tag: {Projection.Tax.Baseline.Year1}
Tag: {Projection.TaxSpouse.Baseline.Year1}
Portfolio Reports
(Can be generated via Advice Wizard and CRM)
Account Summary
Example:
System Tags:
Tag: {Portfolio.AccountSummaryLastMonth}
Tag: {Portfolio.AccountSummaryLastQuarter}
Tag: {Portfolio.AccountSummaryL12M}
Tag: {Portfolio.AccountSummaryLFY}
Portfolio Valuation
Example:
System Tags:
Tag: {Portfolio.Valuation}
Asset Allocation
Example:
System Tags:
Tag: {Portfolio.AssetAllocation}
Asset Classes Growth and Defensive
Example:
System Tags:
Tag: {Portfolio.AssetClassesGrowthAndDefensive}
Extended Valuation
Example:
System Tags:
Tag: {Portfolio.ExtendedValuation}
Portfolio Review
Example:
System Tags:
Tag: {Portfolio.ReviewLastMonth}
Tag: {Portfolio.ReviewLastQuarter}
Tag: {Portfolio.ReviewLast12M}
Tag: {Portfolio.ReviewLastFY}
Portfolio Review with IRR - Last 12 Months
Example:
System Tag:
Tag: {Portfolio.ReviewLast12M_IRR}
Portfolio Review with IRR - Other Terms
Example:
System Tags:
Tag: {Portfolio.ReviewLastFY_IRR}
Tag: {Portfolio.ReviewLastMonth_IRR}
Tag: {Portfolio.ReviewLastQuarter_IRR}
Transaction History
Example:
System Tags:
Tag: {Portfolio.TransactionHistoryLastMonth}
Tag: {Portfolio.TransactionHistoryLastQuarter}
Tag: {Portfolio.TransactionHistoryL12M}
Tag: {Portfolio.TransactionHistoryLFY}
Tag: {Portfolio.TransactionHistorySinceInception}
Income Summary
Example:
System Tags:
Tag: {Portfolio.IncomeSummaryL12M}
Tag: {Portfolio.IncomeSummaryLastMonth}
Tag: {Portfolio.IncomeSummaryLastQuarter}
Tag: {Portfolio.IncomeSummaryLFY}