lana.graham's avatar
lana.graham
Icon for Xplan Product rankXplan Product
7 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
xplan
alison.isherwood's avatar
alison.isherwood
Network Navigator
7 months ago

When downsizing a property to free up and invest capital, how can we reflect the newly purchased property as fully paid off using the proceeds from the sale of the original property, ensuring no liability carries over into the next year?

E.g. Sell property for $1,780,000 and use this cash to purchase new property for $1,200,000, resulting in zero liability in the following year.

lana.graham's avatar
lana.graham
Icon for Xplan Product rankXplan Product
7 months ago

Hi alison.isherwood 
I see you are using our NZ Xtools+. I'll come back to this one next week.

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