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🤓 Xplan Hint: Balancing your SMSF in Xtools+
Did you know that you need to enter both sides of an SMSF's balance sheet in Xtools+? For the SMSF to be modelled correctly, TOTAL ACCOUNTS must equal NET ASSETS, meaning you need to enter the accounts of the SMSF (including existing SMSF Pensions) as well as its assets and liabilities. To help you balance the SMSF, we now…
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🤓 Xplan Hint: Risk Researcher Merge Syntax
Did you know that we just launched a full Risk Researcher Merge Syntax library directly within Risk Researcher itself under Scenarios > Tools > Merge Syntax. We wanted to reduce the time you spent switching between tools or referencing external documentation to build templates. You can now find, copy, and run scenario…
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🤓 Xplan Hint: Optimising Task Hub with Saved Views
Did you know you can streamline your workflow by saving your preferred Task Hub views, sharing them with your team, and setting a preferred view as the default when the screen loads? Whether you frequently monitor tasks for specific advisers or manage a collective team workload, saving these views eliminates the need to…
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🤓 Xplan Hint: How often do you check for unallocated notes?
Did you know that most Xplan sites I see have hundreds of unallocated notes? 😱 These are the notes that have been added from outside a client record and forgotten to be linked to a client, the forwarded emails that couldn’t find a matching email address or the notes that have been accidentally unlinked from an entity.…
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🤓 Xplan Hint: Why not try a dynamic benchmark?
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk Researcher scenario when you are providing advice on a Family Trusts investments only? You should try Dynamic Benchmarks!…
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🤓 Xplan Hint: Xtools+ Super & Pension Strategies revisited
Did you know we just released some awesome updates to Super & Pension modelling in Xtools+? It’s no secret that our Product Manager, Lana Graham, is obsessed with ensuring paraplanners have access to the best modelling tools in our industry. And one of the ways she does this is by staying close to those using the tools and…
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🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios >…
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🤓 Xplan Hint: Managing "Planning Horizon" Confidence in Retirement Income
Did you know that increasing your Planning Horizon years in our in Retirement Income solution actually increases the "confidence percentage" of your strategy? Setting a level of confidence defines how much longevity risk you are willing to buffer for. For a couple, Xplan tracks the probability of at least one person being…
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🤓 Xplan Hint: FSC/FAAA Identity Check Form Updates
Did you know the Identity Check page in Xplan now supports the updated FSC and FAAA Customer Identification Forms? Recent AUSTRAC regulatory changes require capturing additional compliance details, such as the nature of services sought and the reason for advice. Capturing this directly in Xplan saves you from having to…
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🤓 Xplan Hint: Other SMSF members
Wondering how to enter details for other SMSF members? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members from a…
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🤓 Xplan Hint: Archiving Client Notes Using Tags
Did you know you can use the note tagging feature in Xplan to build a functional archive system that removes historical clutter from a client's note page? Why? Over several years, a client's file accumulates hundreds of automated email logs, system notifications and old task records. This volume of data makes it difficult…
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🤓 Xplan Hint: Recording AML/CTF Risk Ratings
Did you know Xplan now includes a native AML/CTF Risk Rating workspace to help you manage the latest AUSTRAC outcome-based reforms and NZ mandates? Why? Compliance reporting often means digging through old file notes or jumping between different screens. This update centralises that data directly within the client record.…
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🤓 Xplan Hint: Tracking Super Contributions
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance easier than ever. Key Features at a Glance Tracking : The element calculates the total sum of concessional (CCs) and…
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🤓 Xplan Hint: Colour Coding Document Note Tags
Did you know you can apply colour coding to your Xplan Document Note tags to turn them into visual cues instead of plain text? Why? Practices use tags to categorise client correspondence, compliance documents and advice files. When tags are just text, they blend into the background screen. Colour coding makes your core…
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🤓 Xplan Hint: Relocated Minimum Balance on Reboot
Did you know the "Minimum Balance on Reboot" setting has been moved out of the "Other Transactions" menu and into the Pension pop-up and EOP Transactions Input screen where it belongs? Why? Finding this setting used to feel like a game of hide-and-seek. It was buried deep in the menu tree, which added unnecessary friction…