Supermatch provides you with the assistance that helps you consolidate accounts for your clients. This is done using the Tax File Number (TFN) to identify whether the client has funds on various other platforms.
When there are outstanding corporate actions or sale of assets, it can be difficult to provide an exact time frame outlining when the consolidation will be completed.
When completing the Supermatch Consolidation Instruction, you cannot state ‘leave a certain amount behind’. This function is not available on the system.