Cashflow & Capital

The following videos and training manual will help you understand how to use Cashflow and Capital for modelling purposes.

Guide

You can access some guides by clicking here:

Cashflow and Capital Guide

How to model the Coronavirus Supplement

How to model the COVID-19 Early Release Superannuation Payment

Videos:

Fundamentals (Part I):

Fundamentals (Part II):

Live Webinars:

The following webinar will demonstrate how to use Cashflow and Capital to model a contribution to super versus repayment of debt scenario. 

The following webinar will demonstrate a retirement scenario using the Cashflow and Capital module in AdviceOS. It will specifically demonstrate how to accurately model Centrelink entitlements, a once-off lump sum concessional and non-concessional contribution to super and how to structure the settings to account for any income surplus or deficit that may exist.