Super and Pension renovations in Xtools+ are complete. Do you want to move in?

Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025

We've transformed the way you model super and pensions in Xtools+, and it's all based on the feedback you shared with us. 

💡 What’s New?

We started with a simple goal: allow you to model a second super fund without lumping everything into one. But the more we listened, the more we realised there was a bigger opportunity. You told us you wanted to keep the tax components separate, so you could model retirement pension and estate planning strategies without workarounds.

So, we’ve reinvented the way you model super accounts, contributions, cashouts, rollovers and pensions in Xtools+. User feedback has confirmed the new modelling to be a more flexible, intuitive, and powerful experience.

👉 Let us help you move in

We’re excited for you to leverage the new features ASAP, which is why we’re opening it up from 13 May 2025. Otherwise, you could wait for the final release on 3 June 2025. However, we understand you might need a little help easing in, so we’ve recorded an introductory video. 

Watch the video

I recommend you think about watching the video NOW. Set aside 19 minutes, or you could try 10 minutes at double speed! To view it, click this link to go to the Iress Learning Centre. 

Register for early opt-in

If you like what you see in the video, please consider (or ask your site administrator) to  register for early opt-in. You can find more details in this community article: Xtools+ CALM: Our Super and Pension Renovations are complete. Its time to move in! 

Deep-dive webinar

We will be running a deep dive 1-hour Xtools+ Reinvented Super & Pension Modelling webinar on May 27.  We will include some case studies, and I will be available to answer questions during the session.  Please register at the Iress Learning Centre.

Got questions or feedback?

Please take a look at the video and article - if you still have questions or feedback, you could lodge an item on Xtools Connect (check out XTOOLS Connect - a new way to collaborate with the Xtools team!)  Otherwise, feel free to comment in the thread below.