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Xplan Identity Check - AML Forms - Update
Update as at 21 July 2026 Release of the Individuals & Sole Traders form scheduled for release in this week's Xplan release. Following the initial analysis of the recent FAAA/FSC legislative updates, a delivery schedule has been finalised to integrate the updated Customer Identification Forms into Xplan. Release Schedule…
🤓 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…
How to automate unsubscribes in Xplan
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
How the latest Doc Notes features supercharge your workflows
Client file notes are an essential tool for maintaining comprehensive records, meeting compliance requirements, and providing continuity in client service. But most advisers would agree, without an effective system, keeping your client notes organised can be a real challenge. The good news is managing file notes doesn’t…
🤓 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.…
🤓 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!…
🤓 Xplan Hint: Compare Xtools+ Scenarios
Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this.…
🤓 Xplan Hint: Automated regular rollovers between super accounts
Did you know you can now set up automated regular rollovers between super accounts to maintain a specific target balance in Xtools+? Modelling regular transfers between super accounts used to be quite clunky, requiring you to enter dollar amounts for every single period of a projection. This new feature acts as an…
🤓 Xplan Hint: Automatically file your emails to Xplan from gmail, outlook or any email client
Did you know that you can forward an email to your Xplan Group’s ‘inbox’ and Xplan will automatically find the correct client and file it for you? Xplan will even set the correct note type and subtype. If you’re not a fan of the plug in or use gmail or another email client, this one is for you. Some of you already know…
🤓 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…
The hidden gems of WealthSolver scenarios
Whether you’re an old hand at WealthSolver or a newbie just getting your head around this indispensable advice tool, there's always more to discover. WealthSolver, like many Xplan tools, is full of hidden valleys, harbouring lesser explored secrets which may make your advice journey that much smoother. Oftentimes, we get…
🤓 Xplan Hint: Automating Retirement "Transfer" Workflows in WealthSolver
Did you know you can automate the process of contributing non-super assets into super before rolling them into a retirement income stream? Manually modelling the sale of an investment account, the contribution into super, and the subsequent rollover to a pension is a multi-step process that usually involves a lot of manual…
🤓 Xplan Hint: A New Way to Consolidate Super.
Did you know you can now roll multiple super funds into a single account on one screen without having to pass the money through a "transfer account" first? Why? The old way of moving money between funds was a bit of a treasure hunt and involved way too many steps. This update lets you consolidate Superfund 1, Superfund 2…
WealthSolver Research Hub
Who says research has to be a chore? In our previous posts, we looked at how WealthSolver evolved from its ‘SuperSolver’ roots into a powerhouse for compliance and automation. But if you’re only opening WealthSolver when you’re deep inside a client’s file, you’re missing out on half the fun. Welcome to the WealthSolver…
🤓 Xplan Hint: Customising Life-Stage Spending in Retirement Income
Did you know you can model "active" and "passive" retirement phases in Xplan’s Retirement Income solution by stepping down a client's target income at a specific future date? Why? Most clients spend more in the first decade of retirement (the "go-go" years) than they do in their 80s. Modeling a flat $50,000 p.a. for 30…
6th May AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
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…
Delivering a five star client experience with Xplan
Your Xplan site is the engine of a five-star client experience, but is chaos bubbling behind the scenes? This guide is your essential recipe for operational excellence. For Xplan administrators and practice managers, you are the executive chef of your firm’s technology. The client sees the beautifully prepared dish, but…
🤓 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…
WealthSolver: the back end
In our previous article, Unlocking the full potential of WealthSolver, we explored how this module serves as the primary engine for product comparison and fee analysis. But as any seasoned Xplan user knows, an engine is only as effective as its calibration. While the "front end" allows you to run scenarios and compare…
🤓 Xplan Hint: Insurance Datafeeds | Tips for managing Corporate Policy Owners
Did you know that there is a critical best practice process for mapping insurance datafeeds to ensure everyone on your site has access to the insurance policy data that they need? While a simple one-to-one relationship between a policy owner and a life assured client maps easily, things get tricky with corporate owners.…
🤓 Xplan Hint: Easier Key Date Modelling
Did you know you can now add or change Key Dates directly from the Superannuation SOP Transactions and EOP Transactions Input screens without navigating away to projection settings? The workflow used to feel a bit disjointed if you realised halfway through entering data that you forgot to add a "Buy a Home" or "Retirement"…
🤓 Xplan Hint: End of Period Transactions Screen
Did you know there is a brand new input screen in Xtools+ specifically for actions that happen at the very end of the financial year? We noticed a lot of workflow friction because things like personal deductible contribution top-ups or spouse splitting were buried in nested menus or only accessible from display screens.…
Unlocking the full potential of WealthSolver
Who remembers when WealthSolver was ‘just’ SuperSolver? SuperSolver was built to solve a very specific problem: the complexity of comparing Australian superannuation funds. At the time, industry funds and retail funds had vastly different fee structures, and comparing "apples-to-apples" was a nightmare for advisers.…
Are you getting the most out of the Xplan Task Hub?
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
🤓 Xplan Hint: Automating Marketing Unsubscribes
Did you know you can configure Xplan to automatically handle client unsubscribe requests by using boolean fields to automatically update their subscription status without any manual data entry? Staying compliant with Australian anti-spam regulations is a non-negotiable part of running a practice. Usually, this involves a…
Your Xplan optimisation questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Here are four of your best questions that came out of this AMA: Q: Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy to…

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