Issue

Period update error - Current Asset Pool Structure has a TRIS in a Segregated Pension Pool - Please Review the Asset Pool Structure

Cause

You have a TRIS that was assigned to the default pension pool prior to 1/7/2017 and you have not yet moved the TRIS out of the default pension pool for 2018FY.

Resolution 

Navigate to the Fund level > Investments > Maintain Asset Pools

1. Click on Add to Add Asset Pool Structure
2. From the pop-up screen, enter the Structure Name 
3. Add a new asset pool structure starting from the new Financial Year.
   
   
   
   
4. Re-allocate any TRIS accounts to an accumulation pool from the default pension pool 

For further information on other period update errors, refer to Period Update Error Messages: Summary