Version 2.5

Enhancements

Strategy Builder / Modelling

• Added a % option within the 'Sell an Asset' strategy. This is important for any future sales where you may not know what the balance will be e.g. wish to sell 75% of a share portfolio in July 2026. 
• Imputation credits for applicable Assets will now show clearly in the View Modelling tables within iff. 

Fact Find

• Mandatory flags have been removed from:
  • Education Level
  • Initial Borrow Date within Debt

Fixes

Strategy Builder 

• Lifestyle Assets will not show on the Asset Details modelling tables. These Assets are still captured in the modelling engine for Age Pension purposes. 
• Within the Taxation Summary Table, the split between Client and Partner was not showing correctly for jointly held Assets. 
• Decreasing an existing Non-concessional Contribution was not possible when using the Non-concessional contribution strategy.  

Fact Find

• When entering Mortgage Repayments, the repayment amount entered against the Debt was not correctly referenced in the Spending section.