New Enhancements to Support Clearer, Simpler Account Management

We’ve introduced a series of enhancements across North designed to improve transparency, efficiency and confidence when managing client accounts.

From contributions to transactions, these updates make it easier to access the information you need - all in one place.

What’s new?

Contributions summary - all in one place

You can now view their clients’ concessional and non-concessional contributions - all conveniently located in one place.

No more navigating through multiple steps or separate reports - contribution data for the current, previous, and past 3 or 5 financial years is now at your fingertips.

Try the new contribution summary available under Contributions > Contribution Summary within the account screen.

The new summary shows:

• Current financial year contributions
• Previous financial year
• Historical contributions (past 3 or 5 financial years)

This removes the need to navigate multiple screens or reports and makes contribution tracking simpler and faster.

Enhanced transaction history

Improvements to Transaction History provide clearer detail for both advisers and clients.

New enhancements include:

• Employer names displayed alongside deposits
• Separate breakdowns for different employer contribution types
• Improved rollover tracking, showing where funds have come from or been transferred to

These updates make it easier to understand contribution sources and super movements at a glance.

Pending transaction banner for account transfers and recontributions

When initiating an account transfer or recontribution, you’ll now see a pending transaction banner if there are in progress items that may impact the request.

This includes:

• Pending trades
• Deposits
• In-specie transfers

The banner clearly shows whether an item will cause a delay or is for information only - helping you set expectations early and plan with confidence.

Improved online withdrawals

When completing online cash withdrawals, the account name is now displayed alongside the BSB and account number, making it easier to select the correct bank account - particularly when multiple accounts are listed.

Why this matters

These enhancements help you:

• Access critical information more quickly
• Improve accuracy and transparency
• Reduce friction during common account activities
• Deliver a smoother experience for clients

Need support?

Your BDM or North Training Consultant can provide a walkthrough of these updates.

See what else is new on North here!