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Browse Help Topics
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Getting Started and General instructions
Getting started
Strategy development service (SDS)
Admin
Payments
Troubleshooting
Data entry
Series builder
Cash flows (income and expenses)
Assets
Loans
Superannuation and SMSFs
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
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