Featured guides
Getting Started
Onboarding to DASH
Setup & Personalisation
Virtual Classroom
New user training
Creating Clients and Fact Find
Producing Advice in DASH
Apps training library
Archer, Client Engagement and more
Workflows & Tasks
Practice Admin & Operations
What's New in DASH
Apps training library
Archer - Modelling
Product Research & Comparison Tools
CRM Connectors
Practice Admin Apps
Engagement & Delivery Apps
Quick Guides
Defined Benefit Pension
Changing income in Archer (Mat leave, reduced hours, part time)
Commencing account-based pension early
Entering one-off or recurring expenses
Annuities
Allocate unused super caps/catch-up contributions
Making Super Contributions
How to allocate surplus income in Archer
How to create a Retirement Objective in Archer
How to use the Insurance Needs Analysis Tool in Archer
How to create a Transition to Retirement Strategy in Archer
Assumptions
How to Model an SMSF in Archer