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…
Wondering how to enter details for other SMSF members in Xtools+? 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…
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…
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…
TNT Group director (and Advisely expert) Dela Dzadey and Iress product manager Lana Graham recently jumped onto Advisely to answer all your burning paraplanning questions. They covered everything from how to best maximise your efficiency as paraplanners to optimising advice production with Xplan modelling tools like…
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