XTOOLS+ Course Overview 

What is this about?

XTOOLS+ 

This course aims to provide you with the necessary skills on Xtools+ to model various steps and present the cashflow and asset modelling results to your clients.

The XTOOLS+ tool will be covered in more detail in the XPLAN classroom training. Users are encouraged to view these short webinars prior to attending classroom training.

To access the eLearning modules for this course please click on the following link here.

Fundamentals of XTOOLS+

• There is no content on Xtools+ at a Fundamentals level at present.
  

Fundamentals XTOOLS+ Test

To access the training assessment click on the following link here

Master XTOOLS+

• XTOOLS+ Overview and Navigation
  
• XTOOLS+ Compare
  • Understand the Display pages
    
  • Understand how to compares scenarios using charts
    
• XTOOLS+ Scenario
  • Learn how an XTOOLS+ CALM scenario file can be lock and unlocked
    
  • Current Scenario
    • How to create a current scenario
      
    • Understand the Display pages
      
    • Understand how to enter a narrative about your scenario
      
    • Understand how to export the Display page data, and export the Chart image
      
    • Input
      • Learn how to enter information into the Basic Details screen
        
      • Learn how the Children screen works
        
    • Company
      • Learn how to enter the Company Assets in XTOOLS+
        
      • Learn how to set up the Company Capital in XTOOLS+
        
      • Learn how to set up the Company Cashflow screen in XTOOLS+
        
    • Individual
      • Understand how to enter basic client details in the first Input pages
        
      • Learn how to enter the clients Assets into the Assets screen
        
      • Learn how to enter details into the Cashflow screens
        
      • Learn how to set up a clients loan details in XTOOLS+
        
      • Learn how to set up a Pension in XTOOLS+
        
      • Learn how to enter the clients Super details in XTOOLS+ Input screen
        
    • SMSF
      • Learn how to enter the SMSF asset details in XTOOLS+
        
      • Learn how to set up the SMSF Capital and Cashflow pages in XTOOLS+
        
    • Tax Indexation Economic Options
      • Learn about the Tax/Indexation/Economic/Options screen in XTOOLS+
        
    • Trust
      • Learn how to set up the Trust Assets screen in XTOOLS+
        
      • Learn how to enter the Trust Capital and Cashflow details in XTOOLS+
        
      • Learn how to set up the second trust in the XTOOLS+ Entities training
        
  • Proposed Scenario
    • Create a Proposed Scenario
      • Learn how to create a proposed scenario for the XTOOLS+ Entities workshop
        
    • Fill Row Functionality
      • Understanding how to use the Fill Row functionality to enter data into multiple cells
        
    • Proposed for Company
      • Learn how to withdraw earning from a Company in XTOOLS+
        
    • Proposed for SMSF
      • Learn how to model Account Based Pensions when modelling a SMSF
        
      • Learn how to enter an LBRA strategy in XTOOLS+
        
      • Learn how to make super contributions when modelling a SMF in XTOOLS+ CALM
        
    • Proposed for Trust
      • Learn how to model an equity loan in a trust in XTOOLS+ CALM
        
      • Learn how to make a gift to a trust in XTOOLS+
        
    • XTOOLS+ Scenario
      • Understand how to sell an asset using the Display pages
        
      • Understand how to create a regular savings plan strategy
        
      • In this scenario learn how to use equity in the home to invest into a managed portfolio using the XTOOLS+ CALM tool
        
      • Understand how to enter pre and post tax superannuation contribution, and also how to rollover to an annuity and account based pension
        

Master XTOOLS+ Test

To access the training assessment click on the following link here