lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
6 months ago

27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!

Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...
advice production
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eliana.gonzalez's avatar
eliana.gonzalez
Valued Supporter
6 months ago

lana.grahamHi Lana, could you assist with modeling the following scenarios?

*Home Care packages and fees.

*Partial rollover from the individual's super to an SMSF - I understand that a partial rollover can only be modelled from an SMSF to the individual's super.

*Withdrawal of 85% of the excess concessional contribution.

Thank you so much!

lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
6 months ago

Hi eliana.gonzalez 
While I'm here I thought I may as well  provide an early answer to your second point regarding SMSF. 

There is a hint in the diagram I shared above. Once we have released our new Reinvented Super and Pension modelling (ETA May 25). -  you will be able to model rollovers between super funds (including SMSF to Accumulation or Accumulation to SMSF) for EVERY period of the projection. And it can be for any amount, up to the balance of the fund.

I'll answer the rest of your questions next Thursday.

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