Client portal - tips and tricks | Accurium

Our recent client research highlighted some knowledge gaps around the capabilities of the Accurium online client portal. This webinar aims to provide training on the features within our client portal to ensure that you and your organisation are gaining the maximum benefits that it has been designed to provide.

Training will include how to:

  • Prepopulate data from previous financial years’ actuarial certificates
  • Enter multiple transactions in the application form
  • Apply for part year actuarial certificates
  • Add and manage users in the client portal
  • Register more than one credit card for use; and
  • Discuss the breakdown of the tax exemption and general expense deduction.

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.