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Browse Help Topics
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Getting Started and General instructions
Getting started
- How to Install Chrome as your Internet Browser
- Glossary of terms
- Tips for naming items in your case
- Keyboard shortcuts for entering data
- How to navigate in a case
- How to reset your sample case
- How to resend the activation email
- Suggested approach for modelling a case in Pathfinder
- How to add a new case
- How to log in to Optimo Pathfinder
- What does the 'Robot' button mean?
- How to check if you have the latest version of Chrome
- How to use the sample data in Pathfinder
Strategy development service (SDS)
Admin
Payments
Troubleshooting
Data entry
Series builder
Cash flows (income and expenses)
Assets
Loans
Superannuation and SMSFs
- How to include or exclude the super guarantee (SG)
- Investigating why voluntary super contributions are not what you expected
- Understanding why funds are kept in in the accumulation phase of super instead of the pension phase
- How to model downsizing contributions to superannuation (a workaround)
- How to enter existing Transfer Balance Cap information
- How to prevent rollbacks from pension phase to accumulation phase in a superannuation fund
- How to make contributions over the concessional cap (a workaround)
- How to enter the details for a superannuation account
- How to skip entering a super account (a workaround)
- How to review the results for a transition to retirement income stream (TRIS)
- How to add a 'Return of Capital' pension fund (super or SMSF)
- How to include an account-based pension (ABP)
- How to include or exclude a Transition to retirement income stream (TRIS, formerly known as TTR)
lIndividuals
- How to include or exclude the super guarantee (SG)
- How to model a Disability Support Pension (DSP)
- How to maximise an individual's Age Pension entitlement by keeping their spouse's funds in the accumulation phase
- How to include the Family Tax Benefit (FTB-A and FTB-A)
- Commonwealth Senior's Health Care Card (CSHC card) and Pensioner Concession Card
- How to enter an initial Work Bonus balance
- How to include or exclude the Government Age Pension
Government Benefits
Age pension
Other government benefits
Scenarios
Other data entry
Results and Pathfinder Analysis
Results
- Understanding why funds are kept in in the accumulation phase of super instead of the pension phase
- How to read the websolve results
- How to check a results document and helper spreadsheets
- How to investigate and fix cash shortfalls
- How to have two different cases open at the same time
- How to check when your results were created
- How to investigate differences between scenarios
- How to make another scenario for comparison
- How to review the results for a transition to retirement income stream (TRIS)
- How to add a 'Return of Capital' pension fund (super or SMSF)
- Investigating an Age Pension payment
- How to investigate unexpected results
- How to solve a scenario to get results
Results Documents
- How to download results into a document (Strategy Paper, SOA (Statement of Advice) Foundation document, Strategy Comparison)
- How to view and download an input data report
- How to use the 'Scenario description (for customer)' field to add notes to a results document
- Understanding the formatting in the Strategy Paper and SOA documents