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New Pathfinder Release (Lobster)
28 April 2025
Release summary
In this release, we have extended the interface so it can now also accommodate projections that are 20 to 50 years long (instead of only 20 years). This is useful if you are doing longer projections, and want to make adjustments to income, expenses or goals in the very long term.
New features
In the series builder ‘edit value’ row, you can now edit up to the 50th year
In the series builder, you can now edit up to the 50th year (previously you could only do 20 years). This is available in all fields that use the series builder (e.g. income, expenses, etc) and is available in new and old cases.
Under the Results > Documents step, the details reports can now handle up to 50 years
At the Results > Documents step, when you download a document that contains detailed reports, the reports will now cover projections for up to 50 years (previously only 20 years), including in combination with the custom options. This is available for all templates under the Results > Documents step (i.e. single scenario documents, but not strategy comparison documents) in your new and old cases
Note: the ‘Strategy comparison’ documents are not completed yet, so if you choose the ‘Strategy Comparison wCash flows’ template, you may not see all years in the detailed reports (if you choose the 'Strategy Comparison.
Notes for existing users
Loan ‘Repayments options’ field has been adjusted
On loans, at the Cash flows & Goals step at the Review assets & loans step, a typo on the ‘Repayment options’ field has been fixed, so if you had an old case where the 'Pay off loan by specified year' option was selected it has been reset to the default ‘Robot’ and you will need to re-set it to your preference.
Super ‘Allow rollbacks from pension’ field has been adjusted
On Superannuation, at the Cash flows & Goals step, under Review super, a typo on the ‘Repayment options’ field has been fixed, so if you previously set the Allow rollbacks from pension field to the ‘Do now allow rollovers to other funds’ options, you will need to re-set your preference.
