Midwinter Financial Services
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Resource Centre

This page contains a list of important documents and other handy information to help you use this website. If you need additional help or have feedback about using the website, please feel free to contact us.

Midwinter’s Reasonable Basis

Application form

Full product brochure

Adviser testimonials

Automatic updates – requirements for use

Investment and Gearing FAQ

Midwinter’s recontribution strategy – a step by step guide

Limited Advice Fact Finds

Superannuation switching fact find

Transition to retirement fact find

Insurance fact find

Product Research

Full list of superannuation, pension and insurance products within FundsBase

List of products added to Australia’s largest product database in the last release

Disclosure

Privacy statement

Reasonable Basis End User License Agreement (ELUA)

Live Webinar Training


View complete webinar calender

View webinar course outlines

* New sessions added weekly

Register for upcoming webinars

  • New Users Webinar
    • 6 Sep 10 (10:00 AM)
  • New Users Webinar
    • 6 Sep 10 (3:30 PM)
  • Midwinter Client Webinar
    • 7 Sep 10 (10:00 AM)
  • Plan Builder Webinar
    • 9 Sep 10 (10:00 AM)
  • New Users Webinar
    • 13 Sep 10 (10:00 AM)
  • New Users Webinar
    • 13 Sep 10 (3:30 PM)
  • Midwinter Client Webinar
    • 14 Sep 10 (10:00 AM)
  • New Users Webinar
    • 20 Sep 10 (10:00 AM)
  • New Users Webinar
    • 20 Sep 10 (3:30 PM)

Quick News

Midwinter ranked first by Investment Trends.

More advisers using Midwinter than Visiplan according to InvestorDaily.

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