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Australian Tax & Financial Planning Software Solutions
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The Plansoft Financial Planner combines all the personal and financial details to show and analyse Net Worth, Cash Flow and Market Exposure together with detailed Tax, Centrelink and Family Allowance office payments, where applicable, in order to assist in creating a financial plan.

The following is a list of features that can be found in the Plansoft Financial Planner.

All Editions

RatesShows the current and historical Australian Goverment rates and thresholds for quick reference.
CalculatorsWithout the need for a full plan, quickly calculate tax, Medicare Levy and Surcharge, HELP and SFSS as well as Centrelink and Family assistance payments.
Personal SummarySnapshot of personal details includes important personal information and editing hyperlinks.
Financial SummarySnapshot of Net Worth, Cash Flow and Market Exposure for existing and proposed strategies.
Financial Planning ProcessFollow the 6 steps in the financial planning process to assist in creating a financial plan.
Step 1 - Fact FindA detailed fact find is required to provide the personal and financial information needed to perform a detailed financial plan.
Step 2 - GoalsLifestyle and financial goals and objectives.
Step 3 - IssuesIssues that are relevant to this financial plan.
Step 4 - PlanCreate, analyse, project and compare strategies to help formulate the financial plan.
Step 5 - ImplementHelp implement the financial plan by using this existing vs proposed comparision report.

Step 6 - ReviewReview the financial plan on a regular basis.
Data LocationHome Edition - data is stored on the computer running the software. Professional Edition as an option to use a network drive.

Professional Edition

Multiple FilesSave multiple financial plans using Save As. This feature allows for quick financial plan reviews with different values.
Client ManagementProvides a list of clients in table or card view summary format for quick access to an adviser's clients. Includes advanced searching and filtering
Copy to ClipboardProfessional advisers can include segments of the calculations in their own reports to clients by pasting into a word processor using Ctrl-V or directly create a Microsoft Word document.
Financial Plan DocumentThe Financial Plan document can be customised before exporting to Microsoft Word for further user editing.
SOA TemplatesStatement of Advice (SOA) templates can be created and edited to suit your own requirements.
File NotesRecord all contact with clients in files notes.
DocumentsSave all documents for the client in the one location.