Jeff Hall
GBST has released new WealthConnect capability designed to help financial advisers model complex client scenarios more clearly, reduce manual handling across advice workflows and support more consistent advice delivery at scale.
The latest release strengthens the way financial advisers capture client circumstances, model projected outcomes and manage delivery within a single advice process. It gives advice teams a clearer view of after-tax positions, household fee structures and entity-based investments, helping them produce advice that is easier to explain, document and implement.
It follows a regulatory update in May that incorporated 1 July changes to superannuation caps, thresholds and Division 296. Together, the updates improve WealthConnect’s treatment of tax outcomes and cashflow projections, supporting more transparent modelling for advisers and more meaningful conversations with clients.
Key enhancements in the latest release include:
Superannuation & pension modelling: Updated minimum pension calculations and simpler handling of SMSF member balances, reducing manual work and helping advisers model retirement income scenarios with greater confidence.
Investment & entity modelling: Broader support for investment bonds, company dividends and trust distributions, giving advisers a more complete view of clients with complex structures and varied income sources.
Workflow improvements: Clearer authorisation and signatory processes, helping advice teams move from modelling to delivery and implementation with fewer hand-off points and better governance.
Family fee grouping: Household-level fee structures that better reflect how multi account platform fees are applied, improving calculations for advisers and clients.
Together, these changes help advisers model complex advice scenarios more clearly and deliver a smoother advice experience for clients. As people live longer, support multiple generations, and engage with an increasingly diverse set of financial products, investment and retirement advice is shifting from a defined endpoint to a complex, dynamic journey requiring continually supported ongoing decision-making.
The release reflects GBST’s continued investment in WealthConnect as a modern, end-to-end advice and wealth management solution that supports financial advisers to grow, by providing strong governance, comprehensive financial modelling, intuitive and automated workflow for high-quality client outcomes.
Jeff Hall, Head of APAC at GBST, said: “Advisers are increasingly being asked to model more complex client circumstances, explain the impact of tax and superannuation settings more clearly, and deliver advice efficiently within a highly governed environment.
“This release focuses on the practical areas that matter most in day-to-day advice delivery: clearer modelling of retirement income and after-tax outcomes, stronger support for household fee arrangements, and smoother workflows. These changes help advisers spend less time managing complexity and more time having meaningful client conversations.
“As an AI-focused technology company, GBST is continuing to invest in intelligent, adviser-led tools that improve accuracy, consistency and efficiency across the advice lifecycle. Our priority is to apply technology in practical ways that strengthen adviser confidence, support governance and improve outcomes for clients.”