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How to read the websolve results

Navigating in the results

Navigate to the results

  1. On the top menu, go to the Results step (on the top menu)

  2. If you have done multiple scenarios, make sure you've selected the tab for the scenario you're interested in (the tabs are directly under the top menu)

Can't see any results?

If you cannot see any results, see How to solve a scenario to get results


Check the date of the results


Strategy summary sub-step (under the Results step on the top menu)

At the Strategy summary sub-step (under the Results step on the top menu), you can review the main points for each item in the case and make a note of anything that you might want to investigate in more detail. On the Strategy Summary sub-step, you will see:

  • Assumptions

  • A strategy summary for each item that typically includes:

    • A text summary with initial values, noteworthy occurrences during the analysis (e.g. maximum values, whether withdrawals are made), projected final values

    • Charts that let you see general trends for the item. e.g. whether the balance is increasing or decreasing.


Cash flows & action items  sub-step (under the  Results  step on the top menu)

At the Cash flows & action items  sub-step (under the Results step on the top menu), you can review the strategy in more detail.

In the Cash flows report:

  • For each line, read across the years and to check if there are any unexpected values.

  • For years where a major milestone happens (e.g. a property purchase), you can read down a column to see where funds are coming from and going to.

  • At the end of the each column, you can click a button to see the action items for the year.

  • If the case has a cash shortfall, you will see 'shortfall' lines at the top of the report. For more help, see How to investigate and fix cash shortfalls.

In the Action items:

  • At the end of the each column in the Cash flows report, you can click a button to see the action items for the year.

  • Key points from the cash flows reports will be explained in plain English and with extra context. For example, in the year a home is home is bought, the action item will also list the amount borrowed and the required deposit.

  • If you see action items mentioning a shortfall, see How to investigate and fix cash shortfalls


Detailed reports sub-menu (on the Results step on the top menu)

Go to the Results step on the top menu, and then choose the Detailed reports sub-step.

On this page, there is a comprehensive collection of detailed reports that can give you more information on how the numbers were calculated (see below for more information on this section).


Save the scenario results in a Document

At the Documents sub-step, you can download the results into an MS Word document. For more see How to download results into a document (Strategy Paper, SOA (Statement of Advice) Foundation document, Strategy Comparison)


If you have multiple scenarios, compare the outcomes

For more, see Compare step

Reading the detailed report tables

At the Results > Detailed reports step, you should see the following options (the numbers are labelled in the image):

  1. Actual value or Present value - ‘Actual values’ are nominal dollars, that is, the dollar value that is current for the future year listed in the report. ‘Present values’ discount future values to today’s dollars using the CPI value given in the ‘Assumptions’ section of the strategy summary. Present values provide a better perspective when projecting many years into the future.

  2. Year range - you can choose 10 year increments or all years in the analysis.

  3. Download CSV - once you've selected a report, you can download it in CSV (comma separated values) file format. (it's best to change the year range to 'All' before downloading)

  4. Detailed reports - On the left, you have a tree menu - note that you can click the headings (e.g. 'Consolidated') for a wealth summary.

If you have a cash shortfall, see How to investigate and fix cash shortfalls.

Particularly useful detailed reports


Useful for


If the case has a couple, then consolidated reports are for both individuals. If the case has a single individual, then the consolidated reports are the same as for the 'Individual' reports.


This wealth summary report with lists projected end of year balances for assets, liabilities, superannuation, SMSFs and Trusts, plus total net wealth.  It conflates by category (e.g. there is 'Secured Loans' row that has the total balance of all the secured loans in the case.

  • Getting an overview of the results

  • Seeing how assets and loans change over time

  • Seeing if there is a cash shortfall

  • For more details, see the Wealth summary (detailed) report

Wealth summary (detailed)

This is similar to the 'Consolidated' report, except it lists each item, instead of listing by asset type.

  • Same as the 'Consolidated' report, except with more specific details.

  • Seeing when specific assets are bought and/or sold relative to everything else in the case.

Cash flows (detailed)

This report lists each transaction (Revenue and Expenditure) outside super for all individuals.

  • Getting an overview of the results

  • Seeing if there is a cash shortfall and what is causing it

  • Checking that cash flows and transactions are happening when you expect them to

  • You may be able to find more information about the transactions in the Action items

Available cash balances

If you filled in a value for the Cash reserve goal, this report will show where the cash reserve is kept

  • Seeing in what years you are above or at your cash reserve.

  • Seeing if the cash reserve is kept in cash accounts and/or offset accounts.

  • Seeing how much cash you have available to spend on new goals


This is a heading on the left menu:

There is an action item report for each year

For each year of the analysis, the action items describe key actions in plain english and gives some additional context.

  • Anyone who likes plain english explanations instead of tables of numbers

  • Explaining actions in the Cash Flows report

  • Giving more information about particular milestones. e.g. buying a property, starting a TTR pension


On the left menu, if you scroll down, you will see headings with the name of each individual in the case.  Individuals will have the following reports.

Cash flows > Super deposits summary

Lists the individual's concessional and non-concessional super deposit limits and projected contributions

  • Seeing what the contribution caps are for the individual

  • Seeing what contributions the individual is projected to make in the strategy

  • Seeing the tax they are liable to pay for making these contributions

Tax (and sub-reports)

Shows the taxable income, deductions and tax liability for the individual.

  • Understanding how tax has been calculated

Government Pension (and sub-reports)

Shows the government Age Pension the individual is projected to receive and the calculations used to arrive at this value, including the income and assets tests.

  • Seeing more detail on how the Age Pension has been calculated

Results for specific items

Related pages

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