Australia
Articles and other resources related to our software for financial professionals in Australia.
Trialing Voyant AdviserGo - Our planning software for financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - Australia
- How to register for a free 30-day trial of AdviserGo Australia
- FAQ - How long does a trial of the software last and are there any strings attached?
- FAQ - Is it possible to trial Voyant as a group, with colleagues, so that we can share information while trying out the software?
- "Client record is too old for trialist access" - I am not being allowed to access the client records I created during a previous trial of the software
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started - Training Videos Voyant Australia
- ClientGo - Onboarding new clients - Australia
- ClientGo - Inviting Existing clients - Australia
- Logging into AdviserGo Australia- Where do I need to go to log into the Australian version of AdviserGo?
- Introductory Learning Track for AdviserGo - Australia
- Begin entering a plan in Voyant - Australia
General Information and FAQs
- AdviserGo Advanced Features - AU
- FAQ: Why is my client's property being liquidated on first death? - AU
- FAQ: Retirement Insight - AU
- Retirement Spending Insight: FAQ - Aus
- Events FAQ's: Video Tutorial
- FAQ - Screen sharing tools, other options for presenting plans to clients remotely - Australia
What's new in AdviserGo Australia?
The Home Screen - Accessing your client records and creating new ones
The Dashboard - Your planning control center
The Timeline - Events and stages
- Timeline & Events - How to Edit Events in a Chart - Australia
- Presenting the Timeline and Goals - Australia
- About Events - Australia
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline - Australia
- Timeline, Default Events - Some events are created for you automatically by the software
The Let's See Charts - Viewing and presenting plan results
- Plan Differences Overview and Promotion - AU
- FAQ - Net worth does not show non legal spouse assets - Australia
- Items not displayed in the Cash Flow chart - Australia
- FAQ - Transfers between accounts are not being shown as expenses in the chart details - Australia
- FAQ - Let's See - Annual "To Savings" total is higher than summed savings - Australia
- FAQ - Cash flow chart – What does the black “need line” represent? - Australia
Insights - Planning simulations
- Insights - Training Videos Voyant Australia
- Market Crash Insight - Australia
- Loss Capacity Insight - Australia
- Performance Insight - Australia
- Life Needs Insight - Australia
- Lump Sum Savings Insight - Australia
Reports - Printable reports and reporting options
- Action Items Report - AU
- How to generate a report - Australia
- Required software for viewing reports
- Financial Summary Report - About the report - Australia
- Report Sets - How to select and save a reusable set of reports - Aus
- Data Extract Option - How to export raw report data and images for other uses - Australia
What-Ifs - Planning scenarios
- What If - Training Videos Voyant Australia
- Modelling a Market Crash using Major Loss Event and Major Loss Event Settings - Australia
- Stress Testing the Plan - Australia
- Case Study - Scenarios - Australia
- Case Study - Savings - Australia
- Client files and plans (scenarios) - Voyant terminology - Australia
Plan Settings - Set the software's default assumptions
- Default Inflation / Growth Rates - COLA Rates - Australia
- Default Inflation / Growth Rates - Default Tax Table Assumption - Australia
- Default Inflation / Growth Rates - National Average Earnings - Australia
- Default Inflation / Growth Rates - Property Growth / Depreciation Rate - Australia
- Default Inflation / Growth Rates - Investment Growth Rate - Australia
- Default Inflation / Growth Rates - Savings Growth Rate - Australia
Cash Flow and Taxation Essentials - About the software's calculation engine
- Voyant Planning Year - Australia
- What happens to a lump sum inflow if it is not spent or reinvested? How can they be reallocated? - Australia
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - Australia
- Cash flow chart – What do the black and blue need lines represent? - Australia
- Is surplus income spent or saved? - Australia
- How to assume all surplus income is saved after retirement - Australia
Integrations with our Australian Software - Importing client information
- Australian Integrations Master List
- Import client information from an integration partner - Australia
- iFactFind Set-Up Guide
- iFactFind Mapping Guide - Australia
- Practifi Import Guide - Australia
- Practifi Mapping Guide - Australia
People - Your clients and their family
Goals and Expenses - Plan for current and future spending
- Property Goal - AU
- Goals, Expenses - Expense Frequency option to schedule regularly recurring lump sum expenditures, such as a car purchase every 4 years - Australia
- Net Worth Goal - Australia
- Don't double account - Some expenses are created automatically by Voyant - Australia
- How to reduce (step down) co-owned expenses after first mortality - Australia
- Where to view and track expenses in the Let's See charts - Australia
Employment Income - Current and future income from earnings
- Step-down income - AU
- Special Events and their effect on employment income - Australia
- Entering employment income – Australia
- Model a Step (Up/Down) in salary – Australia
- Employment vs. Other Income - What's the difference? - Australia
- How to model variable income from bonuses - Australia
Windfalls - Planning for income from anticipated future windfalls
Superannuations
- Concessional Contributions
- Catch-Up Concessional Contributions
- TTR Pension
- Insurance through Supers
- Superannuation Guarantee Contributions (SGC)
- Superannuation Downsizer Contribution
Pensions - Defined Benefit Schemes
Centrelink - Age Pension
Savings - Transaction accounts, deposit accounts, and term deposit accounts
Investments - General investment accounts, alternative assets, and managed funds
Transfers and Planned Withdrawals
Property and Other Non-Liquid Assets
Debts - Mortgages and unsecured debts
Insurance - Term life, disability, critical illness, and long term care policies
Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
Managing client access to plans through VoyantGo
Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
Troubleshooting issues with AdviserGo
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- What's new in AdviserGo Australia?
- The Home Screen - Accessing your client records and creating new ones
- The Dashboard - Your planning control center
- The Timeline - Events and stages
- The Let's See Charts - Viewing and presenting plan results
- Insights - Planning simulations
- Reports - Printable reports and reporting options
- What-Ifs - Planning scenarios
- Plan Settings - Set the software's default assumptions
- Cash Flow and Taxation Essentials - About the software's calculation engine
- Integrations with our Australian Software - Importing client information
- People - Your clients and their family
- Goals and Expenses - Plan for current and future spending
- Employment Income - Current and future income from earnings
- Windfalls - Planning for income from anticipated future windfalls
- Superannuations
- Pensions - Defined Benefit Schemes
- Centrelink - Age Pension
- Savings - Transaction accounts, deposit accounts, and term deposit accounts
- Investments - General investment accounts, alternative assets, and managed funds
- Transfers and Planned Withdrawals
- Property and Other Non-Liquid Assets
- Debts - Mortgages and unsecured debts
- Insurance - Term life, disability, critical illness, and long term care policies
- Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
- Managing client access to plans through VoyantGo
- Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
- Troubleshooting issues with AdviserGo