Xtools+ Training Videos

Created by Violet Sabo, Modified on Tue, 29 Oct, 2024 at 12:48 PM by Violet Sabo

eLearning:

This course provides an in-depth understanding of how the Xplan module Xtools+/CALM and how it fits within the advice journey and enables users to effectively project and analyse various strategies for clients.

CPD hours can be obtained by completing this course and passing the assessment before 14th Dec 2024.

Xtools+/CALM for Entities

This course provides an in-depth understanding of how the Xplan module Xtools+/CALM, fits within the advice journey and enables users to effectively project and analyse various strategies for clients, SMSFs, a company, and a trust.

CPD hours can be obtained by completing this course and passing the assessment before 14th Dec 2024.

Webinars on Demand:

Xtools+ Pre-Retiree: SMSF Strategies

This webinar covers the following:

Set up a SMSF and rollover existing funds
Model an in specie transfer into a SMSF
Contribute personal contributions into superannuation
Set up pensions in a SMSF
Sell property in pension phase within a SMSF

Xtools+ Retiree: Strategies for preparing for Aged Care

This webinar covers the following:

Use the Xtools Aged Care calculator and Xtools+ CALM to model aged care strategies in keeping / renting / selling the family home
Model selling the residential home and making a downsizer contribution up to the limit into pension
Model investing surplus cashflow into an Annuity with an Insurance component for estate purposes

Note: You may also be interested in the Visualise Aged Care course listed below.

Xtools+ Modelling for Social Security	The webinar focus on using Xtools+ to model strategies to help a couple, one of whom is disabled, find out what social security benefits they may be able to receive, and to meet their goal of having adequate funds for the family to live on.
Xtools/Xtools+ Enhancements and defined benefit	In this webinar we take look at recent enhancements to Xtools/Xtools+, with a focus on defined benefit modelling in both of these modules.
Modelling an SMSF to accumulation scenario in Xtools+ and WealthSolver	This webinar provides you with the knowledge and understanding of how to model transferring the funds from an SMSF to accumulation. This extends on from two existing courses: Xtools+ for Entities, and WealthSolver (please see below for details), which demonstrate how to model establishing an SMSF using Xtools+ and WealthSolver.
Visualise Aged Care	This eLearning explains how to use Visualise to model for Aged Care.
Advice modules - Shaping the advice journey	This webinar provides an overview of the advice journey process using Xtools+, Risk Researcher and WealthSolver. It highlights how to effectively use these advice modules, and provides a summary of their latest enhancements.