Continuing to action insights and develop core features on CFS Edge

We've continued to action insights from advisers and develop core features on CFS Edge, with a range of enhancements introduced on 24 February, including: 

Super account transfers: 

• A new account transfer tool is available on the Product details > Create super transfer screen 
• This allows you to create super to pension transfers, recontributions and pension refreshes from a single location. 
• Only one client consent is needed for each transfer, including pension refresh, and you can choose between digital or PDF client consent methods. 

Full transfer from external fund: 

• Request a full transfer from an external fund including account closure in a single transaction.  
• Any cash balance will be transferred across as part of the transfer. 

Ad-hoc rollovers: 

• You can now request rollovers from another fund post-onboarding without the need for digital client consent.  
• This can be set up on the Product details > Rollovers page. 

Downsizers via direct debit: 

• Direct debit is now available as a downsizer transaction option during and post-onboarding. 
• The ATO downsizer form is not required for direct debit transactions. 

Advice fee consent: 

• You can now choose between digital or offline client consent methods for advice fee arrangements in CFS Edge. 
• A new pre-populated form will be generated for your client to sign when you select 'signed PDF document'.  
• A PDF record will be stored in the client’s Document Library for both consent options.   

EPI feeds: 

• We’ve expanded the list of available EPIs on CFS Edge, with the introduction of data feeds for Investment Link (Midwinter), BGL and Plutosoft. 
• This is in addition to the EPIs already available on CFS Edge from other leading advice technology providers including Xplan, AdviserLogic and myprosperity. 

If you have any questions or would like more information about these enhancements, please contact your local Business Development Team or call us on 1300 769 619, Monday to Friday, 8:30am - 6pm Sydney time.