2Merged · ChatGPT browser layout + simplified colourway + Honeywell type & content
2aResults · history sidebar + conversational thread + bottom composer, neutral palette, brand as accent
Honeywell Capital Search▾
Internal adviser knowledge
pension-phase strategy for client review
AM
H
✦ AI Overview Experimental Internal knowledge · grounded on portal
For a pension-phase client review, Honeywell's advice library recommends confirming the account-based pension is meeting its minimum drawdown for the client's age band, and that the balance remains under the $1.9M transfer balance cap. Use template SOA-PEN-04 and cite the current Q3 2026 Economic Briefing. Any TTR-to-retirement conversion must be logged in the compliance register before the SOA is issued.
PTAdviser Portal
Advice Library
SPSharePoint
Compliance Register
RDResearch Desk
Q3 Briefing
✎ Simplify ⭳ Export to PDF ★ Save to client note
About 63 internal resultsSource-ranked internal documents
PTportal.honeywellcapital.com.au › clients › thompson-r › review-2026

Thompson Family — SMSF Pension-Phase Review ↗

Account-based pension commenced Mar 2024; minimum drawdown 5% verified. Outstanding action: confirm TBC headroom before FY26 review meeting.

Client FileRestrictedAdviser: A. MercerUpdated 18 Jul 2026
SPhoneywellcapital.sharepoint.com › communications › adviser-bulletin-jul26

Adviser Bulletin — July 2026: TBC Indexation & Drawdown Reminders ↗

Reminder to all authorised representatives: transfer balance cap indexation and pension-phase drawdown checkpoints ahead of the FY26 review cycle.

CommunicationEmail · InternalFrom: Compliance Team4 Jul 2026
RDportal.honeywellcapital.com.au › research › economic-briefings › q3-2026

Q3 2026 Economic Briefing — Rates, Inflation & Client Portfolios ↗

Research Desk view on the RBA cash-rate path, ASX sector rotation and recommended asset-allocation tilts for review conversations this quarter.

Economic ReportRestrictedPDF · 1.4MB
PTportal.honeywellcapital.com.au › templates › soa-pen-04

Statement of Advice Template — Pension Phase (SOA-PEN-04) ↗

Current advice-library template for account-based pension recommendations, with pre-filled TBC and drawdown disclosure sections.

TemplateDOCXCurrent version
All Client Files Communications Economic Reports Compliance
⌕ pension-phase strategy for client review ↑
Honeywell Capital internal knowledge search · check source documents before advice is issued.
2bEmpty state · ChatGPT features with a clean Google-style centred search + scope tools
Honeywell Capital Search▾
Internal adviser knowledge
Honeywell
Capital Search
⌕ Search Honeywell internal knowledge ↑
＋ Attach ⌕ Search internal ◇ Client context

Turn 2 merges Dan's ChatGPT browser layout + simplified palette with the earlier brand type & content. Try: "drop the navy search-band turn below" · "add the mobile merged view" · "make the composer scope chips match the sidebar filters"

1Honeywell Capital — internal adviser knowledge search (mid-fi wireframes)
1aDesktop · left conversation-history rail (ChatGPT-style) + AI Overview over internal results
Honeywell CAPITAL · ADVISER PORTAL
a.mercer@honeywellcapital.com.au DYN · M365 SSO · Adviser
＋ New search
⌕ Search history…
TODAY
Pension-phase strategy — client review Q3 economic outlook — client brief TTR-to-retirement conversion rules
YESTERDAY
Thompson SMSF — contribution caps Insurance inside super — Nguyen file Aged-care means test — Docherty
PREVIOUS 7 DAYS
FDS & opt-in obligations v3 CPD requirements — FY26 Managed accounts — fee comparison
AM
Anna Mercer
Senior Adviser
Search client files, communications, economic reports & compliance
⌕ pension-phase strategy for client review
All Client Files Communications Economic Reports Compliance Templates
✦ AI Overview Experimental Internal knowledge · grounded on portal
For a pension-phase client review, Honeywell's advice library recommends confirming the account-based pension is meeting its minimum drawdown for the client's age band, and that the balance remains under the $1.9M transfer balance cap. Use template SOA-PEN-04 and cite the current Q3 2026 Economic Briefing for asset-allocation commentary. Any TTR-to-retirement conversion must be logged in the compliance register before the SOA is issued.
PTAdviser Portal · Advice Library SPSharePoint · Compliance Register RDResearch Desk · Q3 Briefing
✎ Simplify ⭳ Export to PDF ★ Save to client note
About 63 internal results · Page 1 (showing 1–25) Infinite scroll
PTportal.honeywellcapital.com.au › clients › thompson-r › review-2026
Thompson Family — SMSF Pension-Phase Review ↗
Account-based pension commenced Mar 2024; minimum drawdown 5% verified. Outstanding action: confirm TBC headroom before FY26 review meeting.
Client File Restricted Adviser: A. Mercer · Updated 18 Jul 2026
SPhoneywellcapital.sharepoint.com › communications › adviser-bulletin-jul26
Adviser Bulletin — July 2026: TBC Indexation & Drawdown Reminders ↗
Reminder to all authorised representatives: transfer balance cap indexation and pension-phase drawdown checkpoints ahead of the FY26 review cycle.
Communication Email · Internal From: Compliance Team · 4 Jul 2026
RDportal.honeywellcapital.com.au › research › economic-briefings › q3-2026
Q3 2026 Economic Briefing — Rates, Inflation & Client Portfolios ↗
Research Desk view on the RBA cash-rate path, ASX sector rotation and recommended asset-allocation tilts for review conversations this quarter.
Economic Report Restricted PDF · 1.4MB
report cover
SPhoneywellcapital.sharepoint.com › compliance › fds-optin-v3
FDS & Opt-In Obligations — Compliance Procedure v3 ↗
Fee disclosure statement and annual opt-in workflow, adviser responsibilities and record-keeping standards under the ongoing fee arrangement rules.
Compliance Policy v3 Review due Sep 2026
PTportal.honeywellcapital.com.au › templates › soa-pen-04
Statement of Advice Template — Pension Phase (SOA-PEN-04) ↗
Current advice-library template for account-based pension recommendations, with pre-filled TBC and drawdown disclosure sections.
Template DOCX Current version
… 20 more results on this page …
‹ 1 2 3 … ›
＋ Load More Results (25 more)
1bDesktop · alternative · history behind a button, right rail of related internal docs & client context
☰ History
Honeywell CAPITAL · ADVISER PORTAL
a.mercer@honeywellcapital.com.auDYN · M365 SSO · Adviser
Search client files, communications, economic reports & compliance
⌕pension-phase strategy for client review
All Client Files Communications Economic Reports Compliance Templates
✦ AI Overview Experimental
For a pension-phase review, confirm the account-based pension meets its minimum drawdown and stays under the $1.9M transfer balance cap. Use template SOA-PEN-04; log any TTR conversion in the compliance register first.
✎ Simplify ⭳ Export PDF ★ Save to client note
About 63 internal results · Page 1 Infinite scroll
PTportal › clients › thompson-r › review-2026
Thompson Family — SMSF Pension-Phase Review ↗
Account-based pension commenced Mar 2024; confirm TBC headroom before review meeting.
Client FileRestrictedA. Mercer · 18 Jul
SPsharepoint › communications › adviser-bulletin-jul26
Adviser Bulletin — July 2026: TBC Indexation & Drawdown ↗
Reminder to all authorised reps on drawdown checkpoints ahead of the FY26 review cycle.
CommunicationEmail
RDportal › research › economic-briefings › q3-2026
Q3 2026 Economic Briefing — Rates, Inflation & Portfolios ↗
Research Desk view on the RBA cash-rate path and recommended allocation tilts this quarter.
Economic ReportRestrictedPDF
… 22 more results on this page …
CLIENT CONTEXT
TF
Thompson Family
SMSF · Review due Aug 2026
Pension phase · balance $1.42M · adviser A. Mercer · last SOA Feb 2025.
RELATED DOCUMENTS
SOA-PEN-04 template ↗ Minimum drawdown ready-reckoner ↗ TBC indexation memo ↗ Q2 2026 Economic Briefing ↗
REFINE BY TYPE
✓Client Files (19) Communications (14) Economic Reports (11) Compliance (19)
1cAI Overview action buttons — hover state. "Simplify" hovered → hover-blue border + tint
✦ AI Overview Experimental
…log any TTR conversion in the compliance register before the SOA is issued.
✎ Simplify ⭳ Export to PDF ★ Save to client note
↖ hover Default: 1px #DEE1E6 border · Hover: border → #5868C7, tint #EEF2FF · Disabled: 40% opacity, no pointer
1dMobile <768px · stacked search, hidden profile name, compact internal AI Overview + recent-search chips
☰
HoneywellADVISER PORTAL
Search files, comms, reports & compliance
⌕pension-phase strategy
All Client Files Comms ›
recent: Q3 outlook brief Thompson SMSF
✦ AI OverviewExperimental
Confirm the account-based pension meets its minimum drawdown and sits under the $1.9M TBC. Use template SOA-PEN-04.
✎ Simplify⭳ PDF★ Save
About 63 internal results · Page 1
portal › clients › thompson-r › review-2026
Thompson Family — SMSF Pension-Phase Review ↗
Account-based pension commenced Mar 2024; confirm TBC headroom.
Client FileRestricted
sharepoint › communications › adviser-bulletin-jul26
Adviser Bulletin — July 2026: TBC & Drawdown ↗
Reminder to authorised reps ahead of the FY26 review cycle.
Communication
＋ Load More (25 more)
1eMobile · hamburger drawer → filters + ChatGPT-style search history
✕
HoneywellADVISER PORTAL
MENU & HISTORY ✕
＋ New search
FILTER RESULTS
All 63 Client Files 19 Communications 14 Economic Reports 11 Compliance 19
SEARCH HISTORY
TODAY
Pension-phase strategy — review Q3 economic outlook — client brief TTR-to-retirement conversion rules
YESTERDAY
Thompson SMSF — contribution caps Insurance inside super — Nguyen
AM
a.mercer@…
DYN · M365 SSO · Adviser
1fDelivery roadmap — Phase 1 (static) → Phase 2 (CMS, role-based client-file access) standalone
DELIVERY ROADMAP Phase 1 · Static
PHASE 1Current · Static HTML
✓Single static HTML file, no build step ✓Honeywell brand identity & fonts ✓Internal doc types: files, comms, reports ✓25 results / page, Load More pagination ✓Conversation-history rail (UI only) ✓M365 profile badge · responsive <768px
PHASE 2Planned · CMS-managed
◦WordPress REST / Sanity CMS backend ◦M365 SSO via Microsoft Entra ID ◦DYN identity provider (confirmation list) ◦Role-based access to client files ◦Persisted history · Gemini grounded citations ◦Analytics: query volume, CTR, top docs
Honeywell Capital · ABN 12 345 678 901 · AFSL 550438 · Newcastle NSW · (02) 4926 0700
Confirmation list: M365 SSO · DYN (current IdP) · session & history persisted across browser sessions

Try next: "make 1a a low-fi greyscale sketch" · "add page-2 + infinite-scroll-ON states" · "show empty + loading states" · "put the history rail on 1b too"