Abbotts

myprosperity

myprosperity is a new personal wealth portal from Abbotts, where you can organise your entire financial world in one place. From assets to liabilities, you will be able to get a complete view of your net worth.

Here are just some of the features available to you on the myprosperity wealth portal:

Budget on the go with the app

Set goals and budgets, then track transactions. Every spend is automatically categorised so you know exactly where your money is going. Adjust categories to fit your lifestyle and check in regularly with monthly reports.

Stay on top of every dollar spent

Thanks to live data feeds from prominent financial institutions, your details are always up to date. Get a real-time, comprehensive snapshot of your entire financial world, with regular insights to track how things are evolving.

Beyond finances, myprosperity helps you get your life organised

Store all your important documents in the cloud, including insurances, receipts, and rental statements.

myprosperity: your finances, sorted
from myprosperity

Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it,

Click here to login to myprosperity

Login

Download the myprosperity app on your Android or Apple device:

Please find below some training guides to assist you with the various features of your personal wealth portal.

Go straight to:   Forms & Documents  |  Tax Assistant  |  Wealth Portal

Forms & Documents

Abbotts also use myprosperity as a document storage platform to allow you to digitally sign taxation and finance documents safely and securely, no matter where you are.

Step 1 - When a document is ready for signing, you can either:

  • Log in via the email notification that was sent to you; go to Step 3;
  • Log in to your wealth portal directly; go to Step 2.

Step 2 - Depending on what documents are pending, you will see the following:

  • One document with no attachments
    You will be taken straight to your secure signing page.
  • One document with attachments
    You can click on the notification bar which will take you to a list of pending documents.

    Select the document you would like to sign.
  • Multiple documents with/without attachments
    You can click on the notification bar which will take you to a list of pending documents.

    Select the document you would like to sign.

Step 3 - On the secure signing page, you will be able to:

  • Click on the boxes that say Click to sign to sign;
  • Click on the arrow icon tot he left to navigate to other signing areas.

Step 4 - Once you have completed signing the document, the system will prompt you to confirm your signatures.

Step 5 - Click Ok if you are satisfied with the signing and allow the system to process the document.

Step 6 - Click Next to complete the document signing.

Back to top

Tax Assistant

The myprosperity Tax Assistant is a dedicated wizard that helps you gather everything required to submit your tax return. Completing the Tax Assistant is quick and easy, and can be done via the website, or using the myprosperity app on your Android or Apple device.

  1. Select Launch Tax Assistant from the shortcuts area at the top of the page, or navigate to My Tax in the mydocs area of your portal.
  2. Select the team member (you, your spouse or a family member) for whom a tax summary is being created, and the financial year the information applies to.
    Note: You can add and store relevant tax documents for the next years return by choosing the current financial year.
  3. A wizard guide with prompt you with what steps to follow next, please follow these.
    At various times through the process you will be provided the opportunity to upload supporting documents like bank statements, receipts, payment summaries etc. Upload any documents you think are relevant.

    If you have any physical documents but are unable to access a scanner, the myprosperity app can help. Take a photo of the documents and upload them quickly and securely on your tablet or mobile device through the app. If all of your documents are saved on email, they can be shared to the myprosperity app, where you can upload to a folder in your online document archive.

If at any stage through the process you come across an issue, the Abbotts team is more than happy to help. Just call us or send through an email, and we will quickly get you back on track

Back to top

Wealth Portal

  • Everything in one place:

    Add your credit cards, bank account, properties, car, home loans, shares, investment loans and so much more to easily track and manage your finances.

  • Always up to date:

    View your daily updated self-managed super funds and ASX shareholdings from the portal, with the option to upgrade to a Pro account for live property and investment data feeds.

  • Cashflow and budgeting:

    auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

  • Tax time made easy:

    use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.

  1. Personal Details:

    Key in any personal details you wish and add in other members of your family.

  2. Net Wealth:

    After reviewing the information prefilled by us here at Abbotts, enter in any further properties, vehicles, bank accounts, super funds etc. to the mywealth tab so you can get a complete view of your net worth.

  3. Cashflow and Tax:

    Review transactions, set categories, and tax tags. Then create rules to automate the process in the future.

  4. Documents and Settings:

    Attach any additional documents that are important to your financial world (insurance, contracts, statements etc.), so they are easy to reach in one portable and secure location.

Back to top

Contact Abbotts today to learn more about our personal Wealth Portal

Please fill in the form below and one of our staff will be in touch.