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