​Xplan Navigation Menu Enhancements - coming 19 July 2025

The Tech Team will be rolling out the enhancements to Xplan navigation menu this Saturday 19th July between 9:00am and 1:00pm AEST.

Please do not log in to Xplan during this time. We apologies for any inconvenience caused.
 

A Reference Guide to the new enhanced navigation will be published in the Capstone Adviser Centre early next week.

​CALM Xtools+ Changes coming 15 July 2025

17/07/25 - The Xtools+ changes have rolled out as of 15th of July as planned. For further information please see the webinar linked below. 

Iress is rolling out enhancements to the Super and Pension modelling in Xtools+. As part of this update, there are key changes you need to be aware of: 

New Legacy Data screen: 
This new screen will allow users to view previously entered input data and re-enter it if needed; such as regular super contributions, account based pension contributions at commencement, and rollovers between Accumulation, Untaxed and SMSF accounts.

Data not retained post migration: 

Any values previously entered directly into display table cells (e.g. contributions, withdrawals, and overrides) will be reset to $0 as part of the upgrade. You will also be unable to see when the now redundant Recont Strategy feature was used when starting a pension. 

Webinar Resource: For more detail, watch the Xtools+ Reinvented Super and Pension Modelling webinar (27 May) on Iress Learning: https://learningcentre.iress.com/course/view.php?id=1119

New Outlook and Xplan V3 Plug-in

23/04/25 - The Xplan plug-in (File to Xplan) currently will not work if you have upgraded to the new version of Outlook. IRESS have advised they are currently undertaking development work to ensure the plug-in will work as expected in due course. No time frame has been specified. If you wish to maintain the Xplan plug-in functionality, please continue to use the Classic version of Outlook.
 

Known Issue - Error when attempting diary sync - "Service is temporarily unavailable"

15/10/24 - There is an error in setting up diary sync where the user recieves the following  Service is temporarily unavailable, please try again later: xplan.ServiceUnavailableError(reason="The API version 'V2' has been deprecated.") Iress have shared this is due to a microsoft issue that will need considerable development.

07/05/25 - IRESS have released a temporary fix for this issue. This fix is only an interim measure and will still require a longer-term fix to be implemented. It will remedy the sync issues for existing users, and new users will be able to set up syncs. Reconfiguring the diary sync in your user settings may be required for some users.