Historical

Advice -> Historical tab to record historical advice totals for the group.

Historical advice is used as a way to capture a groups previous financial position before using MOAS. You can input the information for any years historically and these will be included in some modelling. The totals avaiable are:

• Home property total

• Investment property total

• Superannuation asset total (all assets owned by a self managed superfund’s value)

• Investment asset total (all remaining assets)

• Home loan total

• Superannuation loan total (all loans owned by a self managed superfund’s value)

• Investment loan total (all remaining loans - including investment property)

When completing advice in MOAS these totals will be saved automatically. Historical advice totals that were automatically generated cannot be deleted.

More information about how these totals are used can be found here.