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. Archer Modelling
4. Product Recommendations
ProductRex, Omnium, ChantWest
5. Generating Advice
Using the wizards to create the SOA/ROA
Practice Management & Efficiencies
Workflows, Agreements, File Notes, E-Signature, Ai Assistant
Practice Admin
User Mngt, Templates, Model Portfolios and more
Learn More & Whats New
Keep improving without feeling overwhelmed
3. Archer Modelling
New User Training - Start Here
Archer Modelling Strategies
FAQ
Archer Modelling Strategies
Super & Retirement Planning
Insurance Strategies
Investment & Debt Mgt Strategies
Super & Retirement Planning
Super - Unused Concessional Contribution Caps (Catch-Up Conts)
Super - Salary Sacrifice Contributions & Contributions Tool
Super - Retain funds in Accumulation in retirement (1min)
Super/Pension - Withdrawal & Recontribution Strategy (3min36)
TTR - Commence (Using Manual Modelling in Detailed Tables & TTR Tool)
TTR - Commence TTR in Future Financial Year (2min)
Pension - Commence (Before Retirement Age) (1min20)
Pension - Commence & Fund a Part Year Retirement (1min17)
Centrelink - Model Age Pension, Disability Support Pension & Jobseeker (2min)
Manual TTR
Pension - Defined Benefit Pension
Making Super Contributions
Annuities
SMSF - Model SMSF, Retain Part Retail Super Balance, Additional Members (1min)
SMSF - Surplus/Deficit Cashflow Management (1min)
SMSF - TTR/Pension Commence, Tax Preferences & SMSF Detailed Tables (1min)
SMSF - Regular Investments & Withdrawals to & from SMSF Cash Account
SMSF Modelling + LRBA (14min)