Known Xplan AML/FSC Form Issue (Partner Details)

We are aware of an issue with the AML form in Xplan where a partner’s AML form may still display some ID document details (such as document number, expiry date, or verification date) from the primary client, even when the partner’s personal details (name and date of birth) are shown correctly.

Please ensure to check the generated FSC forms to make sure the correct identification information is on the client and partner forms.

Iress plan to rollout the fix for this issue at 10pm AEST on Monday 27 April.

Xtools+ Super and Pension Modelling Uplift – April 2026 - Now Live
For more information about the changes refer to Xtools+ Super & Pension Strategies revisited: Release information - Iress Community

Xplan and Technology May 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