v5.4.001 (Sept 2018) - Unused Concessional Contributions Error Message, Investment Regular Redemption Calculation, 'Recycle My Debt' Error Message

• Related Articles

• Concessional Superannuation Contributions (Pre-Tax)

  The Income module allows you to record the client's various income sources, along with any pre-tax adjustments. Once you have entered the client's income, you will be able to scroll down to see further entry fields in relation to additional ...

• Step 9 - Create 'Recycle My Debt' Scenario

  GENERATE 'RECYCLE MY DEBT' SCENARIO Once you have completed your data entry, and reviewed the results of your Default Scenario, you are ready to create your optimised debt recycling scenario. To generate your Recycle My Debt Model: 1.      Click on ...

• Non-Concessional Superannuation Contributions (Post Tax)

  The Super module allows you to record the client's superannuation and pension funds, along non-concessional superannuation contributions and some concessional superannuation adjustments. Select the 'Super' module from the left-side menu, and open the ...

• Overview 2 - What does the Recycle My Debt Modelling Option Do AUTOMATICALLY?

  The 'Recycle My Debt" Modelling Option: 1.      Allows you to very quickly input the required client current data (home value, current loans,          income, expenditure & super) to create a model. 2.      Create a copy of the client data and apply ...

• Investment Assets - Adding New or Existing Investment Assets

  To add a new Investment Asset, click the CREATE NEW ASSETS button. The ADD ASSET page will then be displayed.  Select the type of Managed Funds / Shares (or other investment asset) from the dropdown menu. Note: The difference between Australian ...