iFactFind Mapping Guide - Australia – Have a question?

Below is the guide for how Voyant pulls data from iFactFind and imports it into Voyant. If you find a certain category is not importing we most likely do not have the mapping in place to import that category into Voyant. You will likely need to manually enter this item into Voyant and contact support@planwithvoyant.com for additional mapping requests.

Personal Details

iFactFind	Voyant	Notes
First Name	First Name
Last Name	Last Name
Date of Birth	Birthday
Gender Male Female	Gender Male Female
Marital Status Married Defacto/Partnered Engaged	Person Type Spouse Non-Legal Partner  Non-Legal Partner

Children & Other Dependents

iFactFind	Voyant	Notes
First Name	First Name
Last Name	Last Name
Date of Birth	Birthday
Gender Male Female	Gender Male Female
Type Child Grandchild Parent All Other	Person Type Child Grandchild Parent Other

Entities

iFactFind	Voyant	Notes
Entity Type Sole Trader Partnership Company	Entity Type Sole Trader Partnership Company
Entity Name	Name	e.g.: Smith P/L
Company Shareholders	Owners
Shareholding %	Ownership %
Entity Type  Trust	Entity Type  Trust
Trust Type Family Discretionary Trust Unit Trust	Trust Type Family Discretionary Trust Unit Trust
Entity Name	Trust Name
Beneficiaries	Beneficiaries
Entitlement %	Percentage %

Employment

iFactFind	Voyant	Notes
Client/Partner	Owner
Occupation	Name
Employment Type Employed Self Employed (Sole Trader) Self Employed (Company)	Employment Source Employed Self Employed Company Owner
Annual Gross Salary	Salary (Before Super)
	Payment Frequency	Annualised
Bonus Amount	Bonus	Annualised

Other Income

iFactFind	Voyant	Notes
Client/Partner	Owner
Description (Source of Income)	Name	e.g.: Private Tutoring
Gross Amount	Amount	Annualised
	Is Earned Income	TRUE
Taxable	Tax Status	Taxable
Income Type	Taxation Type	Income
Client/Partner	Owner
Description (Source of Income)	Name	e.g.: CBA
Gross Amount	Amount	Annualised
	Is Earned Income	TRUE
Taxable	Tax Status	Taxable
Income Type	Taxation Type	Dividends
Client/Partner	Owner
Windfall Type Inheritance Gifts Business Sale Asset Sale Other	Windfall Type Inheritance Gifts Other  Other Other
	Name	e.g.: Inheritance
Estimated Amount	Amount
Estimated Year	Timing (Event)

Expenses

iFactFind	Voyant	Notes
Owner	Owner	Client Only: Seeking advice as single. Joint: Seeking advice as a couple.
Household Annual Expenses	Name	e.g.: Household Expenses
Annual Expenses: A Single Annual Amount A Summary of Expense Categories A Detailed Budget	Amount	Annualised. Discounted by Insurance Premiums & Debts Repayments.
Frequency	Frequency	Annually
	Priority	Basic
	Timing: Start: Now End: Retirement Start	Pre-Meeting only: Start: Now End: Plan End

Assets

iFactFind	Voyant	Notes
Owner	Owner
Home: Address Household Contents Motor Vehicle: Make Holiday Home: Address Caravan Camper Trailer: Desc Boat: Desc Other Collectibles, Art, Antiques: Desc	Name	e.g.: 123 Street Name
Asset Type Home Household Contents Motor Vehicle Holiday Home Caravan Camper Trailer Boat Other Collectibles, Art, Antiques	Asset Type Primary Residence Other Vehicle Vacation Home Recreational Vehicle BOAT Other
Current Estimated Value	Market Value
Purchase Price	Purchase Value
Ownership Joint Tenancy Tenants in Common	Ownership Type Joint Tenancy Tenants in Common	Real Estate only

iFactFind	Voyant	Notes
Owner	Owner
 Investment Property: Address	Name	e.g.: 123 Street Name
Asset Type  Investment Property	Asset Type  Rental Property
Current Estimated Value	Market Value
Purchase Price	Purchase Value
Ownership Joint Tenancy Tenants in Common	Ownership Type Joint Tenancy Tenants in Common	Real Estate only
Owner	Owner
Asset Type Cash Bank Account Fixed Interest Investment	Type Checking / Savings Fixed Interest
Institution - XXXX	Name	e.g.: NAB1234
Current Balance	Balance
Current Interest Rate (%)	Growth Rate (%)
Owner	Owner
Asset Type Floating Rate Securities Listed Securities Managed Funds Investment Platform Wrap Other Investment Assets	Type Investment  Investment Managed Funds Investment Investment
Institution - XXXX	Name	e.g.: ANZ3333
Current Balance	Balance

Superannuation & Pension

iFactFind	Voyant	Notes
Member	Owner
Type Accumulation Account Based Pension Transition to Retirement Account Based Pension Death Benefit	Phase ACCUMULATION TRANSITION Retirement Death Benefit
Fund Name	Name	e.g.: Aware Super
Estimated Member Balance	Concessional Balance
Benefactor Age at Death	Benefactor Age at Death	Death Benefit Only
Beneficiaries Relation-Person Percentage	Beneficiaries Person percentage
Linked Personal Insurance ID	Linked Insurance	Accumulation & Transition Only
Employment ID	Linked Employment	Accumulation & Transition Only
Employer Contribution (%)	Additional Employer Contribution  Percent of Income	=iFF Employer Contribution minus Super Guarantee Rate
Salary Sacrifice Dollar / % Amount / % Frequency	Salary Sacrifice Amount / % Amount / % Contribution Frequency	Only for Amount
Additional Post Tax Contribution Dollar / % Amount / % Frequency	Non-Concessional Contributions Amount / % Amount / % Contribution Frequency	Only for Amount

iFactFind	Voyant	Notes
Member	Owner
Fund Name	Name	e.g.: Aware Super
Type  Defined Benefit Pension	Type  Currently Receiving Benefits
How much are you drawing as a pension?	Amount
Frequency	Frequency
Indexation Rate	Growth Rate
What percentage of this Pension is paid to Partner on your death?	Survivorship Percent

Liabilities

iFactFind		Voyant	Notes
	Borrower	Owner
	Home: Address, Bank, A/C No Vehicle: Make, Bank, A/C No Boat: Desc, Bank, A/C No Personal: Personal Loan, Bank, A/C No Credit Card: Credit Card, Bank, A/C No Caravan Camper Trailer: Desc, Bank, A/C No Other Finance: Desc, Bank, A/C No Margin Loan: Bank, A/C No Line of Credit: Bank, A/C No	Name	E.g.: 120 Street, ANZ1234 E.g.: BMW X5, NAB7777
	Liability Type Home, Holiday Home, Investment Property Vehicle Boat Personal Credit Card Caravan/Camper Trailer Other Finance Margin Loan Line of Credit	Debt Type Debt - Mortgage Loan - Existing Loan Loan - Existing Loan  Loan - Existing Loan Debt - Revolving/Credit Card Loan - Existing Loan Debt - Other  Debt - Other Line of Credit
	Current Outstanding Balance	Balance
		Credit Limit Type	Fixed (LOC only)
	Current Interest Rate	Interest Rate
	Current Actual Repayment	Payment Amount
	Frequency	Payment Frequency
	Repayment Type Principal plus Interest Interest Only	Payment Type Repayment Interest Only
		Interest Tax Deductible  True	Investment Property, LOC, Margin Loan

Personal Insurances

iFactFind	Voyant	Notes
Policy Owner	Owner
Death Only Cover: Life Insured (Insurer)	Policy Name	e.g.: Death Only Cover: John Smith (TAL)
	Insurance type	Personal
Life Insured	Insured
	Benefit Type	Lump Sum
	Term (Years)	Retirement Age minus Current Age
Amount Insured	Benefit Amount
Premium	Premium
Frequency	Premium Frequency
Beneficiaries	Insurance Beneficiaries
Policy Owner	Owner
TPD: Life Insured (Insurer)	Policy Name	e.g.: TPD: John Smith (TAL)
Premium	Premium
Frequency	Premium Frequency
Amount Insured	Coverage Amount	Annually
	Duration (Years)	Retirement Age minus Current Age
	Max Benefit Age	Retirement Age

iFactFind	Voyant	Notes
Policy Owner	Owner
Trauma: Life Insured (Insurer)	Policy Name	e.g.: Trauma: John Smith (TAL)
Premium	Premium Amount
Frequency	Premium Frequency
Amount Insured	Benefit Amount
	Term Remaining (Years)	Retirement Age minus Current Age
Policy Owner	Owner
Income Protection: Life Insured (Insurer)	Policy Name	e.g.: Income Protection: John Smith (TAL)
	Insurance type	Personal
Premium	Premium Amount
Frequency	Premium Frequency
Amount Insured	Coverage Amount
	Coverage Amount Frequency	Monthly
Benefit Period	Benefit Duration	Years or If Age, Benefit Period Age minus Current Age

Goals

iFactFind	Voyant	Notes
Owner	Owner
Home & Property Goal Type Motor Vehicle Goal Type Travel & Holidays Goal Type Education Goal Type Health Goal: Desc Gift Giving: Desc Other Financial Goal: Desc	Name	e.g.: Home Renovation
Amount Required	Amount
Priority Highest Priority Medium Priority Lowest Priority	Priority Basic Leisure Luxury
Date Required	Timing: Event Start
Owner	Owner
Retirement Goal	Name	e.g.: Retirement Goal
Purchase Price / Amount Required	Amount
Priority Highest Priority Medium Priority Lowest Priority	Priority Basic Leisure Luxury
Start Date	Timing: Retirement Start
End Date	Timing: Plan End

iFactFind		Voyant		Notes
	Owner		Owner
	Education Goal Type		Name	e.g.: Private Scholl Education - Secondary
	Amount Required		Amount
	Priority Highest Priority Medium Priority Lowest Priority		Priority Highest Priority Leisure Luxury
	Start Date		Timing: Event Start
	End Date		Timing: Event End
	Owner		Owner
	Motor Vehicle Goal Type Travel & Holidays Goal Type Education Goal Type Health Goal: Desc Gift Giving: Desc Other Financial Goal: Desc		Name
	Purchase Price / Amount Required		Amount
	Priority Highest Priority Medium Priority Lowest Priority		Priority Highest Priority Leisure Luxury
	Date Required		Timing: Event Start
	Frequency (Years)		Timing: Expense Frequency
	End Date		Timing: Event End

If you have any questions in relation to the Voyant & iFactFind Integration, you can contact iFactFind at the email below. support@ifactfind.com.au

iFactFind Mapping Guide - Australia