Use the plan authoring pathway to construct a Statement or Record of Advice for your Client, Clients' Partner, Joint and Other Entities (Company, SMSF and Trust).
How to create a plan
Click on the Plans tab
Click the + Create Plan button
Capture your Client, Scenario Name, Advice Document Type and Date, and click Next
💡Note: Select the main client only. The advice can be set to Client, Partner or Joint in the next step.
4. Select Who the Advice is for and whether to Include Related Entities, and click Next:
5. Select which research and modelling sections to include, and click Next:
6. IF an Xplan site was selected where research and modelling is to import from, select the relevant Scenario, and click Next:
7. Click to View Plan:
