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CURRENT VERSION 21.4.166.1

 

IMPORTANT NOTICES:

 

North Datafeed isuue – NEW 15/09/2021

An issue has been identified that has prevented the successful delivery of data to Iress for the North datafeed since the 10th September.

This means IPS accounts receiving this datafeed may be out of balance.

AMP are investigating this as a matter of priority and it is expected that transactions will re-commence loading into Xplan on Friday 17th September.

In the meantime, we recommend you obtain portfolio balances and reports via North Online

We apologise for any inconvenience.


 

Retirement Funding Xtools - Incorrect contributions tax calculated – Please read - 27/05/2021

AMP has identified a defect within the proposed screen of the Retirement Funding Xtool calculator where the insurance premium is used to offset the contributions tax in both the regular and other contributions section causing incorrect contributions tax to be calculated.

 

Please note we have escalated to Iress, who are working on a fix to the issue.

 

If you have any questions or concerns about this, please contact the Adtech helpdesk email at adtech@amp.com.au or call 1300 367 800 (option 3), Monday to Friday, 8.30am - 6pm (AEST)
 

We apologise for any inconvenience caused.


Updated the ‘Creating your own Managed Content’ guide –  24/05/2021

When using Managed Content, it is important to ensure the responses are tailored to the individual client and their specific circumstances.

The guide has been updated to now include some key considerations and examples when creating templates for the Advice Development Worksheet.

You can access the Creating your own Managed Content guide in the Advice Development Worksheet, under Hints & Tips

 

Error when opening Xmerge doc in Office365 and Office 2019 –  07/05/2021

Iress have reported an issue where users are unable to open Xmerge documents generated from Xplan in Office365 and Office 2019.

 

It appears to be due to the recent version update by Microsoft on Thursday April 29 which is:

Version 2104 (Build 13929.20296)

 

As a workaround you may try the following:

From Windows Explorer, right click on the file and click on “Properties”

Tick the “Unblock” checkbox in the security section. Then click OK, and try opening the document again.

 

If you have any technical questions, please contact AdTech. 

 

North Datafeed issue - 07/10/2020

The issue affecting North fee rebate transactions was fixed for new transactions from 24/08/2020.  Historical transactions prior to this date were not covered in the fix.


This means that fee rebate transactions prior to 24/08/2020 are being applied as units against the North managed fund asset as well as income on the cash account. 

AMP are currently investigating a solution to apply a fix for the historical transactions.

In the meantime we recommend you obtain portfolio balances and reports via North Online

We apologise for any inconvenience


 

Wealthsolver North Cash Accounts – 05/05/2020

Please be aware that when using the Wealthsolver Scenario’s and importing assets from IPS North Datafeeds for the follow products: MyNorth, North, Summit, Generations and iAccess, the North cash account asset CASHACCT.CASH does not have the 0.45% admin fee applied. 
 

The workaround to be applied is to replace the cash account with the default plan Cash Holding in the above-mentioned Products. 
 

This matter is currently being investigated by our vendor, Iress.
 

We apologise for any inconvenience caused.


 

 

For Xplan enquiries please contact adtech@amp.com.au or phone 1300 367 800 opt 3 / opt 3