dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
2 years ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
advice production
insurance
investments
super
technology
xplan
Maria01's avatar
Maria01
Social Sightseer
2 years ago

I'd like to know how to customise the return on an investment profile selected for a superannuation account in an Xtools scenario. I know it's possible for non-super assets but can this option be applied to super accounts only?  

  • lana.graham's avatar
    lana.graham
    Icon for Iress Contributor rankIress Contributor
    2 years ago

    Hi Maria01,

    You can set a custom return for super. Note that you need to change the Investment Profile to one of the standard investment profiles instead of the Client, Partner or Joint Risk Profile. You can see the difference between Bob and Betty's Rates in the screen shot below:

    A couple of other points:

    1. Your licensee may have set a limit on the returns you use, so that it can’t exceed the return for the investment profile selected. In this case, if you want to maximise the return projected, you may need to select the most aggressive investment profile.
    2. Did you know you can adjust all of the investment returns in a single place under Investment Returns? See below:

     

     

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

Recent Discussions