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Xplan

Capstone Xplan Help Desk - Holiday Period Closure Notice

The Capstone Xplan Help Desk will be closed from 12:00pm AEDT Wednesday 24 December 2025 for the holiday period. Normal support operations will resume on Monday, 5 January 2026.

For critical Xplan issues during this period, please contact Iress Help Desk Team on 1300 130 069.


Thank you for your understanding, and we wish you a safe and happy holiday season!

 

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

 

Xtools Aged Care Calculator Tool: Important Notification

From 1 November 2025, please use Xtools+ CALM as the Xtools Aged Care calculator tool will not contain the Aged Care reform changes. Iress is currently considering how they will accommodate users of the Xtools Aged Care calculator tool in future developments.

 

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

© IRESS Ltd