- Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity
- Optimo Financial has upgraded its strategy development platform to allow financial advisers to use SMSF’s
- The previous version did have an SMSF-Beta option which had restrictions on what could be modelled
- Pathfinder can now model an SMSF with multiple members, property investments and a mixture of funds in the accumulation/pension phases
- It better handles the allocation of investment returns and tax to the various member/phase combinations
- Optimo’s Pathfinder makes it easier for advisers to help their clients to achieve their retirement goals, now including more SMSF modelling options
Optimo: Upgrades its modelling platform with full SMSF capability
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