| Demo Software and Information list
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| Latest Newsletter
This contains the latest developments on the StratPak programs and details of our response to developments such as Term Allocated Pensions and tax changes. Compulsory reading!
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| StratPak program overviews
This pack consists of a number of Microsoft Word documents designed to give you an overview of the main O'Donnell Software package and how it can help in the most important part of financial advice - building strategies and testing alternatives
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| StratPak Demo Installation
The full Strategy package - it will save you many hours each week and help you sell - by making complex scenarios easy to analyse and explain to your clients.
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| Target Plus
Retirement strategies, superannuation complexities, tracking benefits received, transitional RBL's all made easy..!!
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| Profiler
Investment strategies for superannuation funds (that SIS requires)
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| Money Manager 2.0
Lifestyle planning, gearing, debt management, risks covered, monthly cash flow, wealth enhancement strategies. Used very succesfully by planners to broaden markets and fill the gaps that ASIC was concerned about.
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| Advisors Survival Kit
Everything that you need for day to day use. Income Tax Calculator, Capital Gains Tax Calculator, Mortgage calculations, Education Fees Funding, Life Cover Needs, Compound Interest Calculator, ETP Tax Calculator, Superannuation Options,Retirement Needs Calculator
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| ODonnell Gearing Software
Detailed cash flows and tax calculations for gearing proposals. Imputation, tax free amounts, capital gains tax
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| IRR Calculator
Those fund manager statements showing start and end balances, drawings, distributions and everything else are all very nice, but what return did you REALLY make? (not on the statement, is it !) Calculate it using our IRR Calculator ...
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| StratPak program overviews
This pack consists of a number of Microsoft Word documents designed to give you an overview of the main O'Donnell Software package and how it can help in the most important part of financial advice - building strategies and testing alternatives
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| Remuneration Planner Walkthrough
Struggling to get to grips with the concepts behind salary packaging, and its implications for your clients? Try this live walkthrough of the Remuneration Planner, complete with working examples !
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| Remuneration Planner
Salary packaging made easy!! Maximise your client's benefits with
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| Retirement Incomes Strategist Walkthrough
Not sure how to approach the complexities found in Centrelink Comparator? Try this Powerpoint presentation to help you through !
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| Target Plus Walkthrough
A bit lost in the intricacies of Retirement Planning using Target Plus? Figure it out with this new training demonstration !
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| Retirement Incomes Strategist
Retirement incomes strategies. Allows you to compare existing situation with a totally new one to assess impact on desired income and assets into the future. The best strategy for today might be a disaster later! Allocated and complying pensions etc.
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| Order Form
This order form also shows our simple conditions of use. Please email us any queries - particularly about volume discounts.
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| BDE update
If you install one of these demos and find that when you try to run it an error message appears, try installing this then run the program again. This is the Borland Database Engine (BDE)
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| Optimixer Software
All you need to show your clients the basics of Term Allocated pensions and how they compare to allocated pensions and how mixing the types of products can work.
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| StratPak Demo Installation
The full Strategy package - it will save you many hours each week and help you sell - by making complex scenarios easy to analyse and explain to your clients.
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| Target plus sample pdf reports
These give you an idea of how simply and easily ideas can be processed and presented using StratPak
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| The plan - software demo
This software enables you quickly and easily, with straightforward data collection, to produce results that clearly tell the story and that your client understands. Cash flow planning, debt and wealth creation planning and outlook into retirement.
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