New Capstone SoA Now Live

The new Capstone SoA template is now available for use.

For further details on this change and how to utilise the new SoA, refer to either the:

1. The User Guide for generating the new SoA  available in the Capstone Adviser Centre;
2. The New SoA Training webinar.

Please note from Tuesday 10 March, the option to generate the SoA using the old legacy template will no longer be available.

If you encounter any issues or wish to provide feedback, contact the Capstone Xplan Support Team on 03 8622 0777 or xplan@capstonefp.com.au

 

Xtools+ Super and Pension Modelling Uplift – March 2026
Iress is rolling out enhancements to the Xools+ Super and Pension modelling in March. As part of the enhancements:

1. The default Working Cash Account Interest Rate will be changed to 0%. Currently the default rate is set to the system rate for cash.
2. Indexation of Regular Super Contributions will default to 0%. Currently this defaults to the Salary Inflation.

If your scenario contains no adjustments to the above default rates, the rate will change to 0% upon upgrade. You can retain the existing settings by locking your scenario.

You can find more information about the changes in this Iress Community article: Update: The Pivot to Xtools+: ‘Super & Pension Modelling Revisited’ (March 2026).

 

 

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