At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release for most users until 15 July 2025. 💡 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. 👉 A Quick Reminder! If you're working on an Xtools+ scenario, make sure you finish it off, merge it and lock it before 5.30pm AEST Tuesday 15 July. After upgrade, you won't be able to see any data you previously entered into the Display screens for Super or Pension accounts (unless the scenario was locked). You can copy locked scenarios, however some data won't come across to the new scenario. Don't despair . You will still be able to pick up where you left off, regardless whether you locked the scenario. The Legacy Data screen will show you the Input cells you need to reenter. ℹ️ Some Resources A quick summary from the 2025 Xplan roadmap: 19 Minute Video Introduction: Iress Learning Centre Detailed release notes: Iress Community Deep dive webinar: Iress Learning Centre EFY modelling refresher: Iress Learning Centre ⁉️ Got Questions or Feedback? Please comment in the thread below!
