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 ...
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lana.graham's avatar
lana.graham
Icon for Xplan Product rankXplan Product
2 years ago

Hi sarah.schultz,

I had a feeling users would ask to draw a deficit from investment bonds! Unfortunately we had to draw the line somewhere and  move onto other important work. We’ll be doing some work to improve Asset, Liability and Cashflow modelling later this year and into 2025 and Investment Bonds will be high on the list when we get to improving Cashflow. We’ll keep the age and 10 year options in mind.

Regarding the ICR/Pension tables. Is the ICR information for Super being drawn from Xtools+ or Wealthsolver? I think this may be something for our Wealthsolver team.

sarah.schultz's avatar
sarah.schultz
Visiting Enthusiast
2 years ago

I will keep an eye out on future changes to cashflow relating to bonds.  Hopefully it is something that can be brought in as I do use a lot of bonds.

For the ICR's, I enter these in XTools+ so when comparing super / pension projections, it will show a difference from current to proposed even if the risk profiles and contributions remain the same.  When exporting the tables into Word, the pension tables show the ICR entered into XTools+ however the super tables don't.

  • lana.graham's avatar
    lana.graham
    Icon for Xplan Product rankXplan Product
    2 years ago

    Oh sarah.schultz , now I see what you mean! 

    vs 

    That looks like an easy win! Lemme see what we can make happen :) ! 

     

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

      Hi sarah.schultz ,

      This reply is a little late.. however just wanted to note that thanks to your feedback, we updated the Super Accumulation and Untaxed screens to include the ICR in Xplan Version 24.7.337.

      Kind regards,

      Lana Graham

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