Hi everyone 👋
I’m Lana Graham, Xtools+ product manager.
The way you use Xtools+ is continuously improving and, understandably, that can come with a stack of questions. This is especially true as we launched our Super & Pension Strategies Revisited update on 23 April 2026.
This release is all about removing the ‘memory tests’ and workflow friction that can get in the way of your modelling. We've introduced several features designed to end the ‘treasure hunt’ for settings, including a brand-new End of Period (EOP) Transactions screen, automated regular rollovers and one-step super consolidation.
I’ll be live here in the Xplan Hub AMA forum to answer your best practice questions, hear your feedback, and clear up any curly ones.
To spark ideas, you might want to ask about, or share your feedback on:
- One-step super consolidation: How to merge multiple accounts without using the transfer account.
- The EOP Transactions screen: Best practices for handling year-end voluntary contributions, spouse splitting, or tax releases.
- Automated regular rollovers: Setting up Target Balances to act as an insurance premium shield.
- Smarter pension reboots: Modelling strategies involving untaxed funds or indexed minimum balances.
- Interface updates: using the new dynamic slider or the contextual data now visible inside pop-ups.
Drop your questions below, whether it’s a specific scenario you're trying to model or feedback on how these changes impact your advice process.
I’ll be here live on Wednesday, 6th May at 3 pm AEST to respond.
💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time.
🔔 Don’t forget to hit the bell in the top right corner to be notified.
