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
Scenario Examples/Advanced Sessions
TTR Pension Income, Debt Repayment & Surplus Funds allocation
Recontribution Strategy
Debt Recycling Strategy
Disability Pension, Manual TTR, Payoff retirement debt
Purchase Investment Property and Investment Bond
Modelling an SMSF and LRBA
Modelling Insurance including tax on TPD and super benefits
Using alternative incomes such as Defined Benefit, Annuity, Foreign Pension
Existing TTR, Comparing Scenarios & Retirement Structing tool
Selling Investment Property, Debt Repayment & Goal tracking