What's New - Archer

The Archer team have been working hard to bring you some exciting enhancements:

  Archer

  • Insurance Needs Analysis: Faster, comprehensive analysis with pre-filled assets, customisable options, and detailed income breakdowns.

  • Capital Movements Tracking: Track capital changes including lump sum redemptions and lump sum super contributions with added flexibility to allow any capital imbalance to pass through into the  cash flow as needed with a detailed, fast-loading table.

  • Manual Tax Adjustments: Add tax deductions directly into specific years on Income tables.

  • Regular Investments: Index non-super asset investments, like bonds, with a single entry.

  • Ad-Hoc Expenses: Easily add and manage irregular or regular expenses with flexible dates and indexing options.

  • Advice Fees: Include upfront or ongoing advice fees for any non-super asset or super/pension holdings.

  • Centrelink Modelling: Model Disability Support Pension and Jobseeker Allowance.