Australia

🤓 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…
Xplan Product Roadmap FAQs
Since releasing our latest Xplan product roadmap, we’ve been loving the engagement across the community. You’ve challenged us with candid questions about costs, external AI integrations, roll-out flexibility, and feature timelines. Your feedback directly shapes our direction, so we wanted to bring all those answers…
CommPay access for Xplan: Real-time visibility into practice revenue earnings
What if you could stop piecing together your revenue position manually and instead see what is happening with your earnings in real time? Whether you are the adviser or the practice manager, keeping a pulse on revenue is one of the most important aspects of running your business. Unlock the full potential of your revenue…
Xplan Identity Check - AML Forms - Update
Update as at 26 August 2026 All updated Customer Identification Forms, covering Individuals, Sole Traders, Companies, Trusts, and Related Entities, are now fully deployed in Xplan to align with the latest FSC/FAAA legislative updates and AUSTRAC regulatory requirements. Important note: To expedite the availability of the…
17–24 June AMA: Ask us about the Xplan roadmap
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
Do you want to boost your firm's administrative capacity with one CommPay feature?
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
🤓 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…

🤓 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…
Xplan Product Roadmap FAQs
Since releasing our latest Xplan product roadmap, we’ve been loving the engagement across the community. You’ve challenged us with candid questions about costs, external AI integrations, roll-out flexibility, and feature timelines. Your feedback directly shapes our direction, so we wanted to bring all those answers…
CommPay access for Xplan: Real-time visibility into practice revenue earnings
What if you could stop piecing together your revenue position manually and instead see what is happening with your earnings in real time? Whether you are the adviser or the practice manager, keeping a pulse on revenue is one of the most important aspects of running your business. Unlock the full potential of your revenue…
Xplan Identity Check - AML Forms - Update
Update as at 26 August 2026 All updated Customer Identification Forms, covering Individuals, Sole Traders, Companies, Trusts, and Related Entities, are now fully deployed in Xplan to align with the latest FSC/FAAA legislative updates and AUSTRAC regulatory requirements. Important note: To expedite the availability of the…
17–24 June AMA: Ask us about the Xplan roadmap
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
Do you want to boost your firm's administrative capacity with one CommPay feature?
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
🤓 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…

Australia

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