Wealthsolver Retirement Income Release – 9 June update

Iress has released the new Wealthsolver Retirement Income proposal. Please note:

• The “Super to Pension” proposal will no longer be available. Use the “Plan Review” proposal instead.
• Retirement Income proposal now merges to the Capstone SoA and RoA.

For further information on this new proposal, please login to the Iress Learning Centre for the following resources:

• Retirement Income Quick Reference Guide.
• Course: Xplan Retirement Income Webinar

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

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Xplan and Technology June Webinar - Registration Now Open

Please click the link below to register.

Xplan and Technology Webinar

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