Overview

Model Portfolios contain predefined Investment Options for a superannuation plan.

Each plan can include multiple Model Portfolios, and each Model Portfolio can hold one or more Investment Options.

Model Portfolios are used to define standard investment allocations that can be applied consistently across member accounts.

Creating a New Model Portfolio

Follow the steps below to create a Model Portfolio manually or by using a Portfolio Target Set.

1. Access the Model Portfolio Tool

1. Click [XPLAN] on the main toolbar.

2. Select WealthSolver Functions > Tools.

3. In the navigation menu, click Tools > Model Portfolios.

   • The Manage Model Portfolios page will display.

2. Manually Create a Model Portfolio

Step 1: Click Add, then select Model Portfolio.

The Add Model Portfolio dialog box will open.

Step 2: In the For Plan list, select an existing plan.

Use the text box to filter the list if needed.

Step 3: In the Model Portfolio Name field, type a name for the Model Portfolio.

Step 4: Click Add.

The Model Portfolio will be created, and the Add/Edit Model Portfolio dialog box will open.

Step 5: In the Investment Options panel, enter the Target % for each Investment Option.

Tip:

• Use the Filter Options field to search by Name or APIR.

• Tick Show allocated only to display only Investment Options with a non-zero Target %.

Step 6: Click Save to complete the setup.

3. Create a Model Portfolio Using a Portfolio Target Set

A Portfolio Target Set can also be used to create a WealthSolver Model Portfolio.

XPLAN will automatically identify all superannuation plans that offer the securities listed in the selected Target Set.

Step 1: Click Add, then select Import from Portfolio Modelling Target Set.

The Import Target Set from Portfolios dialog box will open.

Step 2: In the Target Sets panel, select the relevant Target Set.

The Targets panel will update to display all superannuation plans containing Investment Options that match the Target Set securities.

Step 3: In the Matching Plans panel, click Show Missing Options.

This displays Target Set securities that do not have corresponding Investment Options in the plan.

Step 4: In the Matching Plans panel, select the superannuation plan you want to use.

Step 5: Click OK to create the Model Portfolio.

Editing an Existing Model Portfolio

Step 1: Click [XPLAN], then select WealthSolver Functions > Manage Model Portfolios.

The Manage Model Portfolios page will display.

Step 2: Click the Edit (✏️) icon next to the Model Portfolio you want to modify.

The Edit Model Portfolio dialog box will open.

Step 3: Update the Model Portfolio Name if required.

Step 4: In the Investment Options panel, adjust the Target % values as needed.

Tip:

• Use the Filter Options field to search by Name or APIR.

• Tick Show allocated only to display only Investment Options with a non-zero Target %.

Step 5: Click Save.

✅ Best Practice Tips

• Review Model Portfolios regularly to ensure allocations remain aligned with current investment strategies.

• Use clear and consistent naming conventions (e.g., Balanced Portfolio – XYZ Super).

• Always verify Target % allocations total 100% before saving.