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Xplan

Super Contribution Summary

The Iress built Super Contributions Summary tool is now available. This can be accessed via the Financial Position & Cashflow > Super, Pension & Investment screen. This tool can now automatically calculate your client’s personal concessional and non-concessional cap.

 

Xtools+ CALM: New Aged Care Calculations Now Live

New Xtools+ calculations have been released to support advice to residents entering aged care from 1 November 2025.
 

Modelling for clients who entered care between 1 July 2014 and 30 October 2025 will continue to be supported.
 

For more information about the aged care changes please see this Iress Community Article: CALM Xtools+: New 1 November 2025 Aged Care Fee Calculations NOW LIVE

 

Xplan Access and Login

Access to Xplan is provided on an individual basis. Each user must use their own login credentials and must not share usernames or passwords with others. 


If another person in your business requires access to Xplan, please contact the Capstone Xplan Support Team to request an individual login or to discuss appropriate access arrangements on 03 8622 0777 or xplan@capstonefp.com.au

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