Blog Posts

Blog Posts

Technical update (Australian Government Payments 20 September 2019)

2 October 2019 On 20 September 2019, the Australian government released “A guide to Australian government payments 20 September 2019”, so the following have been updated in Optimo Pathfinder from the 2019/20 financial year: Family tax benefit (FTB-A and FTB-B) payment rates and i

New Pathfinder Release (Oxley)

Thursday 12 September 2019 Release overview   Useful links If you don't have a log in, Sign up to Optimo Pathfinder https://app.optimopathfinder.com.au/Account/Register (your first case is free!) Help docs home page https://help.optimopathfinder.com.au/confluence/hd/welcome-to-th

Technical Update: Change to Age Pension Deeming rates

17 July 2019 On 14th July 2019, the government announced changes to the Age Pension deeming rates, so the following has been implemented in Pathfinder for both singles and couples from the 2019/20 financial year: The lower deeming rate is now 1% (changed from 1.75%) The upper dee

Technical Update: New tax Thresholds Released

8 July 2019 This change will apply to all results in all cases that are solved on or after 8 July 2019 (irrespective of the case creation date).  If your scenario was solved before 8 July, you can update your results by clicking 'Start solve' again (for more information, see How

Minor Pathfinder release (Technical update to super, Age Pension and HELP debt threshholds, update to default cash rates)

3 July 2019 Legislated increases to super, pension and HELP debt thresholds for 2019 This change will apply to all results in all cases that are solved on or after 4 July 2019 (irrespective of the case creation date).  If your scenario was solved before 4 July, you can update you

Update to Optimo Financial default assumptions

25 June 2019 The following changes will apply to call cases created on or after 26 June 2019.  If you would like to update any cases created before this date and you cannot edit the fields yourself, please Contact Optimo Financial. List of changes New shares/managed fund profile

Optimo Pathfinder default start date for analysis is now 1 July 2019

1 April 2019* On 1 April 2018, Optimo Pathfinder's default start date for analysis for new cases will change to 1 July 2019 (i.e. the 2019/20 financial year). This change is made on April 1 each year because we find that in the last three months of the financial year, it’s neater

New Pathfinder Release (Norgay)

Monday 4th March 2019 We name our releases alphabetically and after explorers, so this release is named after Tenzing Norgay, who first climbed Mount Everest with Sir Edmund Hillary in 1953. Release Overview Useful links If you don't have a login, Sign up to Optimo Pathfinder htt

New Pathfinder Release (charts now in colour)

Monday 10 December 2018 Overview In this release, the strategy summary charts are now colourful and we've added a new 'Strategy overview' template. Useful links If you don't have a login, Sign up to Optimo Pathfinder http://optimofinancial.com.au/register (your first case is free

Minor Pathfinder Release (technical update)

Thursday 22 November Release summary For the 2018/19 year of the analysis, the following updates have been made to the Pathfinder technical database: Maximum superannuation contribution base for the super guarantee is now $54,030/quarter (increased from $52,760/quarter) Lower thr

New Pathfinder Release (Mawson)

8 August 2018 (This release is named after the Antarctic explorer Douglas Mawson, which seemed appropriate for a winter release) Overview This release is the first in a series where we will be improving the results documents. Useful links If you don't have a login, Sign up to Opt

Pathfinder release (Personal Income Tax Plan 2018 threshholds released)

25 June 2018 The Optimo Team is pleased to announce that the new tax bracket thresholds from the Personal Income Tax Plan 2018 have now been released to Pathfinder.  This release covers the changes to tax rates from 2018/19 onwards and the removal of the 37% bracket from 2024/25,

Minor Pathfinder release (Technical update - minor correction to Pathfinder tax rate for $37,000+ threshhold)

15 May 2018 For the $37,000+ tax threshold, Personal tax 2018 and Personal tax 2019 were incorrectly 33% in Pathfinder, not 32.5%. This error effects cases where an individual earns more than $37,000 and which which were solved between 23 April 2018, when it was released, and 15t

Minor Pathfinder release (technical update for December quarter 2017)

Monday 23 April Release Summary Optimo Financial has done a minor release to Optimo Pathfinder, and updated the historical values for CPI and AWOTE for the December quarter 2017, which were announced by the Australian Bureau of Statistics on 24 April 2018. These values are used i

New Pathfinder Release (Leichhardt)

4 April 2018 (This release is named Leichhardt, after our favourite suburb for getting a plate of pasta bigger than our own head and (for the gluten-free folks) our favourite ski-lift. And that explorer guy.) Release summary Useful links If you don't have a login, Sign up to Opti

Default start date of analysis is changing to 1 July 2018

On 1 April 2018, Optimo is scheduled to swap the start date for the analysis of new Pathfinder cases to 1 July 2018 (i.e. the 2018/19 financial year).  Optimo makes this change on April 1 each year because we generally find that in the last three months of the financial year, it’

New Pathfinder Release (Kirk)

11 December 2017 Release Summary New features in this release Insurance bonds are now part of the websolve (popular request) Pathfinder can now model new and existing insurance bonds in the websolve. The goals for insurance bonds have a variety of different options, including, bu

Minor Pathfinder release (Janszoon v2)

18 October 2017 Release summary Changes in this release Superannuation 'Transfer balance' field has been added The super 'Transfer balance' field has been added to Pathfinder.  This field is required if an individual has started an account based pension and is used to ensure that

New Pathfinder release (Janszoon)

30 August 2017 Release Summary New features New charts Popular request! The new charts will help make your results more engaging for your clients. For cases that already have results, to apply the new charts, just click Solve again. You will find the new charts in two places: At

Production Release of Optimo Pathfinder (Ivins)

6 June 2017 We name our releases alphabetically after explorers and this release is named after Marsha Ivins, who is a super cool astronaut! Release summary We're out of Beta and into Production! New features The "Add case" button is now enabled with online payments You can now a