Start & Setup
If you're new to DASH, start here!
1. Build your Client Base
Create and manage client records in DASH
2. Fact Finding
From prospect to fully usable clients
3. Model, Compare & Recommend
4. Generating Advice
Practice Management
Workflows & Agreements
Practice Admin
Learn More & Whats New
Keep improving without overwhelm
3. Model, Compare & Recommend
Archer - Modelling
Product Recommendation & Comparison Tools
Quick Guides
Defined Benefit Pension
Changing income in Archer (Mat leave, reduced hours, part time)
Commencing a pension before retirement
Entering one-off or recurring expenses
Annuities
Allocate unused super caps/catch-up contributions
Making Super Contributions
Manual TTR
Setting Retirement Age and Income
Archer - Salary Sacrifice Contributions
Retain an amount in accumulation once retired
Add insurance premiums without using Needs Analysis
Fund deficit cashflow in pre-retirement
TTR in coming financial year
Fund a part-year retirement
How to allocate surplus income 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