HNW Planning Announcements
SYNCRM FPS Service Interruption
Posted On: 17/02/2012 By HNW Admin
We have received from our service provider in regards to the disruption that we encountered on Thursday, 9th February 2012 at approximately 2:30pm.Our hosting partners upstream internet provider suffered a Distributed Denial Of Service (DDOS) attack that was directed towards one of their customers.
DDOS attacks are common occurrences and are normally managed without impact to the network or other customers. However, this attack was of an unprecedented scale not previously experienced by the internet provider and is likely to have involved many 1000’s of computers internationally.
The attack caused an intermittent degradation of international traffic and some associated and consequential degradation of domestic internet performance.
At approximately 5:00pm network performance was fully restored.
Adviser Portal - Calculator Updates
Posted On: 15/11/2011 By HNW Admin
As promised at the last PD day, we have just implemented new calculators and some improvements to our existing set. Please see details listed below:- New Calculators
- Net Capital Calculator
- Reverse Mortgage Calculator
- Savings Goal Calculator
- Super and Pension Age Calculator - Improved Calculators
All
- Reduced code for improved load times.
- Tool tips with values displayed when hovering over data series.
Insurance Calculator
- Calculates a recommended insured amount.
Retirement Analysis Calculator
- Automatically determines life expectancy based on age and gender.
- X axis now displays the time.
- Report now contains the year column.
Superannuation Calculator
- Terminology change - Scenario is now Fund.
- Simplified interface, specifically variable grouping.
- Line chart changed to bar chart.
Tax Scenario Calculator (previously known as Tax Environment Calculator)
- Terminology change - Environment is now Scenario.
- Toggle the number of comparisons.
- Up to 4 periods for each comparison.
- Simplified interface, specifically variable grouping.
- Points for each value calculated displayed on chart, hover to see value.
Adviser Portal - Improved Assessments Interface
Posted On: 18/10/2011 By HNW Admin
We have recently improved our assessments interface, thanks to your feedback!Advisers will now be able to:
- View the pass score required for scheduled and completed assessments.
- View their final score for completed assessments without generating the assessment report.
- View the points that will be awarded for answering questions correctly as some questions may award more points than others.
- View additional on screen notifications if there is an issue regarding submission of an assessment. For example, not providing an answer to one or more questions.
Please click the image below to view the highlighted improvements.
Adviser Portal - Macquarie Life Active
Posted On: 14/10/2011 By HNW Admin
Macquarie Life Active is an exciting new alternative to traditional insurance products.
If you wish to learn more, two videos about the product available through our Adviser Portal!
More Information:
http://www.macquarie.com.au/mgl/au/advisers/campaigns/insurance/macquarie-life-activeData Feed Issue - Update
Posted On: 21/09/2011 By HNW Admin
The issue regarding the processing of FPS data feeds has been resolved. Holdings and product pricing data has been updated, again we apologise for any inconvenience.Data Feed Issue
Posted On: 20/09/2011 By HNW Admin
There is currently an issue regarding the processing of FPS data feeds that is currently being resolved. Holdings and product pricing data may be delayed, we will update on progress as information becomes available and we apologise for any inconvenience.We have moved!
Posted On: 14/07/2011 By HNW Admin
HNW Planning is now located atSuite 17c 8-12 Karalta Rd
Erina NSW 2250
Ph: 4365 2554
Fax: 4365 0503
Adviser Portal - Updates
Posted On: 6/07/2011 By HNW Admin
The following updates have been applied:1. Users reported an issue where on Sign In nothing appears to happen for a few seconds. The Sign In button now provides instant feedback with the message "Please Wait..." - this seems to have resolved the issue.
2. Additional measures to prevent time out during assessments has been implemented. Client side script is now registered when you begin an assessment, this script will refresh your connection to the server up to a maximum of 15 times. You will be able to see the refresh count in your browser status bar.
Adviser Portal - How the time out security feature works
Posted On: 1/06/2011 By HNW Admin
Let us take the following example:If the sign in page is accessed at 5:00PM, it should expire at 7:00PM.
Now, if any Web page is accessed again after 6:01PM, the time out period will be reset to 8:01PM.
But, if the Web page is accessed before half of the expiration time passes, the expiration time will not be reset.
For example, if any Web page is accessed again at 5:30PM, the timeout period will not be reset.
Adviser Portal time out issues
Posted On: 18/05/2011 By HNW Admin
A number of users have reported that after 30 minutes of inactivity, they will be prompted to sign in again.This is a common security measure to ensure that if a user has not signed out, their personal and adviser information is safe.
We have extended this time to two hours.
Adviser Portal Update - Internet Explorer 9
Posted On: 13/05/2011 By HNW Admin
The financial calculators available in the Adviser Portal have been confirmed to be functioning correctly in Internet Explorer 9
Adviser Portal
Posted On: 16/03/2011 By HNW Admin
HNW Planning has been developing a new adviser portal that will allow it's advisers to:1. Update contact details online - address, phone, email, etc...
2. Access commissions information - received, but not paid and historical.
3. Complete online assessments set by HNW Planning and product providers.
4. Update and maintain CPD points.
5. Record any compliance requirements such as complaints, conflicts of interest.
6. Access reports regard scheduled or completed compliance reviews and breaches.
7. Submit and manage cases direct to our adviser support team that will quickly resolve problems and questions.
8. Access HNW Planning's knowledge base that contains articles regarding many areas of financial planning - from procedures to legislation references.
9. Access financial adviser calculators to model financial outcomes for a client, given a particular scenario (superannuation, insurance, etc...)
10. Download templates, agreements, financial services guides.
11. Online storage of important financial planning documents and files.
12. Provide feedback that will be forwarded directly to our IT support who will evaluate the feedback and action it appropriately.
The portal will be available after the next PD Day!
More Information:
http://portal.hnwplanning.com.auRestricted Authorisation for Accountants Only
Posted On: 19/10/2010 By HNW Admin
Online Application System available soon...The Restricted Authorisation will only be for qualified accountants and will allow advice in1. The appropriate use of contributions to superannuation for the purpose of the provision of retirement savings and retirement income and the tax efficiency or otherwise of such contributions.
2. Appropriateness of, set up and close down of SMSFs.
3. Pension and lump sum strategies using superannuation and calculations thereof
More Information:
http://www.hnwplanning.com.au/restricted_authority/super