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Getting started and General instructions

Getting started

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  Video - Features of Pathfinder's login page
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  Video - Getting started in Optimo Pathfinder
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  Video - How to reset your sample case
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  Video - Tips for naming items in your case
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  Video - How to run a sample case
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  Video - How to run a case from scratch
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  Video - How to add an individual
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  Video - How to add a dependant

Administrative tasks

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  Video - Editing your Profile page
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  Video - Features of Pathfinder's login page
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  Video - How to see your purchase history

Strategy Development Service (SDS)

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  Video - How to submit an SDS case

Data Entry

Series builder

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  Video - Series builder: Using the series builder
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  Video - Series builder: stopping a value
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  Video - Series builder: increase or decrease a value
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  Video - Series builder: enter depreciation for an asset
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  Video - Series builder: allow a value to be optimised

Cash flows (income and expenses)

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  Video - Family Tax Benefits: how to include
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  Video - Family Tax Benefits: in the results
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  Video - Government Age Pension: in the results
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  Video - Government Age Pension: how to include or exclude

Assets

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  Video - Offset account: how to enter its details
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  Video - Offset account: where to find in the results
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  Video - Series builder: enter depreciation for an asset

Loans

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  Video - Loan repayments that are fixed in some years
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  Video - Offset account: how to enter its details
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  Video - Offset account: where to find in the results
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  Video - Secured loan: existing property's loan secured by family home
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  Video - Secured loan: purchase new property using equity in family home
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  Video - Secured loan: results for a secured loan financing another asset

Superannuation

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  Video - How to enter the details for a super fund
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  Video - Information about super contributions in the results
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  Video - Pension phase: entering data for an account-based pension
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  Video - Pension phase: reading the results for an account-based pension
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  Video - Super guarantee: how to include a custom super guarantee
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  Video - TRIS: entering data for a Transition to Retirement Income Stream
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  Video - TRIS: Transition to Retirement Income Stream in the results

Government benefits

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  Video - Family Tax Benefits: how to include
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  Video - Family Tax Benefits: in the results
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  Video - Government Age Pension: in the results
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  Video - Government Age Pension: how to include or exclude
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  Video - Government age pension: which test restricts payments

Scenarios

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  Video - How to make another scenario for comparison
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  Video - How to read the Age Lookup table
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  Video - How to set the number of years for analysis
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  Video - How to solve a scenario to get results
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  Video - Using the comparison charts

Other data entry

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  Video - How to download an input data report
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  Video - How to read the Age Lookup table
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  Video - How to set the number of years for analysis
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  Video - How to see and edit Pathfinder's assumptions

Results and Pathfinder Analysis

Results

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  Video - How to check when your results were created
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  Video - How to make another scenario for comparison
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  Video - How to read the websolve results
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  Video - How to solve a scenario to get results
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  Video - Tips on investigating cash shortfalls
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  Video - Using the comparison charts

Results Documents

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  Video - How to download a Strategy Paper
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  Video - How to download an input data report

Solving

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  Video - How to solve a scenario to get results