smartMonday Manuals & User Guides

smartMonday Adviser Portal Specifications Product: smartMonday Adviser Portal Provider: smartMonday Solutions Limited Website: https://adviser.smartmonday.com.au/ Contact: 1300 614 644, adviser@smartmonday.com.au About this guide These instructions cover the regular smart Monday Adviser…

smartMonday Adviser Portal First Time Set Up Product Information Specifications: Product Name: smart Monday Adviser Portal Functionality: Allows registered smart Monday Advisers to view and act on behalf of clients…

smartMonday PRIME TESF Superannuation Plan FAQs Q: Where can I find the updated documents? A: The updated Product Disclosure Statement (PDS), Insurance Guide, Target Market Determination (TMD), and Financial Services…

smart Monday Adviser Portal Authenticator App Specifications Product Name:smart Mondayy Adviser Portal Providersmart Mondayay Solutions Limited Features: Transaction guide for advisers acting on behalf of clients Contact: 1300 614 644…

smartMonday MS10_SM_HSW Prime Tesf Specifications Product Name: smartMonday PRIME Contact Phone: 1300 614 644 Email: enquiry@smartmonday.com.au Website: www.smartmonday.com.au Mailing Address: GPO Box 1202, Brisbane QLD 4001 Product Usage Instructions Understanding…

smartMonday KPMG Executive Superannuation Plan Product Information Specifications: Product Name: smart Monday PRIME TESF - KPMG Executive Superannuation Plan Preparation Date: 22 November 2024 Trustee: Equity Trustees Superannuation Limited Insurer:…

User guide for the smartMonday Adviser Portal, providing advisers with information on managing client accounts, viewing financial data, and accessing client-specific details.

A comprehensive transaction guide for financial advisers using the smartMonday Adviser Portal to manage client accounts, investments, and personal details, including login procedures, updates, and rollovers.