Xtools+

🤓 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 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…
🤓 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: 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…
🤓 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: 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…
🤓 Xplan Hint: Smarter Defaults for Super Contributions
Did you know we’ve updated the system defaults for super contribution indexation in Xtools+ to better reflect how most of you actually model strategies? Why? Previously, the system defaulted to "Salary Inflation" for Concessional and Non-Concessional contributions. We heard that most of you were manually changing this to…
🤓 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…
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…
🤓 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.…
🤓 Xplan Hint: Best practice: lock your scenarios
Did you know it's best practice to always lock your Xtools+ scenarios as you go? 🔓 Unlocked Scenarios are designed to be dynamic. When you open an old, unlocked scenario, Xtools+ triggers a recalculation using the most current legislative assumptions such as taxation, social security, and contribution rates. The software…
🤓Xplan Hint: Import Super Contribution Data from Client Focus
Did you know the Contribution Summary element in Client Focus now automatically calculates your client's Personal Concessional and Non Concessional Cap data? And you can import data to the following Xtools: Xtools+, Optimiser, Retirement Funding, TTRAP, Lifestyle Goals. Read about it here:

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