Browse Help Topics
Getting Started and General instructions
Getting started
Strategy development service (SDS)
Admin
Troubleshooting
Data entry
Series builder
Cash flows (income and expenses)
Assets
Loans
Superannuation and SMSFs
Government Benefits
Age pension
Other government benefits
Scenarios
Other data entry
Results and Pathfinder Analysis
Results
Results Documents
Solving
All help topics
- How to Install Chrome as your Internet Browser
- How to check if you have the latest version of Chrome
- How to log in to Optimo Pathfinder
- How to view and download an input data report
- How to investigate and fix cash shortfalls
- How to read the websolve results
- How to stop a value in the series builder
- How to increase or decrease a value in the series builder
- How to allow a value to be optimised in the series builder by using dash
- How to enter depreciation
- How to include or exclude the Government Age Pension
- How to enter an offset account
- How to include the Family Tax Benefit (FTB-A and FTB-A)
- How to include the super guarantee
- How to include an account-based pension (ABP)
- Troubleshooting data entry and solve issues
- How to enter the details for a superannuation account
- How to include or exclude a Transition to retirement income stream (TRIS, formerly known as TTR)
- How to see and edit the assumptions
- How to download results into a document (Strategy Paper, SOA (Statement of Advice) Foundation document, Strategy Comparison)
- How to reset your password
- How to run a 'surplus cash' scenario
- How to see your purchase history and how many cases you have left
- How to make another scenario for comparison
- How to resend the activation email
- How to submit or resubmit an SDS case
- How to have two different cases open at the same time
- How to convert a family home to an investment property (or vice versa) - a workaround
- Tips for reducing solve times
- How to set the number of years for analysis
- How to check your case details for an SDS case
- How to investigate differences between scenarios
- How to solve a scenario to get results
- How to use the sample data in Pathfinder
- How to check when your results were created
- How to model downsizing contributions to superannuation (a workaround)
- How to read the Age Lookup table
- How to create a new case
- How to navigate in a case
- How to use the series builder
- Understanding the formatting in the Strategy Paper and SOA documents
- Editing your Profile page
- How to reset your sample case
- How to check a results document and helper spreadsheets
- How to enter a loan that is secured by one asset and financing another asset (e.g. home equity loan)
- How to maximise an individual's Age Pension entitlement by keeping their spouse's funds in the accumulation phase
- How to investigate unexpected results
- Changing companies and your Pathfinder logins
- Understanding why funds are kept in in the accumulation phase of super instead of the pension phase
- Investigating why voluntary super contributions are not being made
- How to model loan repayments that are only fixed in some years
- Investigating an Age Pension payment
- How to enter salary packaging in Pathfinder
- Tips for naming items in your case
- Glossary of terms
- How to use the 'Scenario description (for customer)' field to add notes to a results document
- How to copy data for a case you have completed before
- Recovering from an 'Oops: Sorry! Something went wrong!' error message
- Commonwealth Senior's Health Care Card (CSHC card) and Pensioner Concession Card
- How to prevent rollbacks from pension phase to accumulation phase in a superannuation fund
- Troubleshooting 'This page isn't working, 400 Error' when you log in
- How to model early access to superannuation (economic response to the coronavirus)
- How to estimate an affordable property purchase value
- How to include or exclude the unused concessional cap carry forward rule
- Recommended approach for modelling a case in Pathfinder
- How Optimisation works
- How to skip entering a super account (a workaround)
- Minimum data required for Pathfinder