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Optimo adds SMSF modelling

Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes a beta release of SMSF modelling capabilities.

The online holistic modelling platform allows financial planners to create fully-optimised projections for up to 20 years.

The optimisation deals with tax, superannuation, the age pension and all other relevant values.

Pathfinder also has the capability to set up and run multiple scenarios.

“For too long, advisers have relied on cumbersome, multi-module programs and third-party paraplanning services,” Optimo Financial chief executive Hugh Bannister said today.

“The SMSF generation is demanding a comprehensive strategy consistent with the evolving super rules.

“With our new release, Pathfinder meets that demand, offering a 24/7 system that allows financial advisers and paraplanners to produce comprehensive financial strategies for clients within minutes.”

The next planned SMSF release will include the ability to model property within SMSFs.

Advisers can currently sign up for a free trial of Pathfinder, which includes the SMSF beta release.

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