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How to assign ownership to an SMSF entity

If an SMSF has many portfolios, or doesn’t have a Yodlee feed, you can assign the ownership to an SMSF Entity instead. 1.  Expand myteam -> My Team 2.  Click Add Entity 3.  Select the Super Fund type, give it a name and click Save &...

Updating your property details with our data provider

When adding a property to myprosperity platform, the value, photos and information about the property is gathered from RP Data feeds. Unfortunately, the information provided is not always accurate. A property can undergo renovations and other factors that may affect...

What bank data feeds are available?

The following data feeds are available in your wealth portal (PRO users only): 28 Degrees MasterCard Acorns – Investments Adelaide Bank – Banking Adelaide Bank – Credit Card Adelaide Bank – Mortgage Advanced Share Registry Services –...

Guest access explained

Guest access is a handy way to configure and keep track of assets shared with a spouse or relative, for example. Shared assets and ownership can then be viewed in mywealth. This article will explain the concept of Guest access and how you may...

How integrated rent statements work

Before you begin, if you do not have a property manager yet, you might want to request for one. You may do so in the Management tab of the selected property.   Here is how integrated rent statements work in your wealth portal: 1. Your property manager sends your...