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Xplan Outage for Encryption at rest  - NEW 25.09.2020

Iress are enabling encryption at rest in Xplan on:

Date:  Saturday 10th October 2020
Time:  8:00am to 12:00pm AEST

Xplan will be unavailable during this time 


Advantage Funds Model Portfolios - 17/09/2020

Given the closure and downgrade of the Advantage Funds, the Advantage Funds models cannot be used for new clients. Advisers may consider using the wholesale fund models to manage new clients’ assets as an alternative.

For clients who currently use the Advantage Funds models to manage investments, advisers should read the Product update – Advantage funds along with other product and advice communications when considering the appropriate action for your clients. You can access the product update on portal > Research > Investment Research > Research Updates.


AMP Australia Datafeed issue update 07/09/2020

We are still experiencing delays with transactions being loaded into Xplan for some policies

This means IPS accounts receiving the AMP Australia datafeed may be out of balance
Transaction and balance issues are being investigated as a matter of priority and a further update will be provided over the coming days.

We apologise for any inconvenience



XPLAN Coronavirus Response 05/05/2020

The government have introduced a number of changes to cushion the economic impact of the coronavirus. We have identified the following changes as having an impact on Xtools projections:

  1. Coronavirus Supplement
  2. Economic Support Payment
  3. 50% reduction in minimum payments for account based pensions and term allocated pensions
  4. Further reduced deeming rates
  5. Early access to superannuation

Legislative Rates have been updated to reflect items 3 and 4 above:

  • The usual minimum payments for account based pensions and term allocated pensions will be halved for projection periods within the 2019/20 and 2020/21 financial years.
  • The further reduction of deeming rates, to 0.25% (lower rate) and 2.25% (upper rate) will be incorporated into projections from 1 May 2020.
    • This means CALM/Xtools+ projections commencing on 1 July 19 will use the former deeming rates ( 1% lower rate and 3% upper rate) for the first year, unless the scenario contains a Key Date on or after 1 May 20, in which case the new deeming rate will be reflected in the second partial period for 2019/20.
    • Projections with a start date of 1 May 20 or later will use the new deeming rates

IRESS will publish a separate guide on how to accommodate changes 1,2 and 5 in CALM/Xtools+ projections please refer to IRESS community for more details.



FDS Data Announcement

The fee data provided is for reference only. AMP has detected issues with the accuracy of some of the FDS data provided. Invoices created in the Salesforce Invoicing and Payments system, for ongoing service agreements, may be missing from your FDS data in Portal, COIN or Xplan 


You must check the amounts provided for accuracy against the original product information and with the relevant product manufacturers. You are responsible for preparing your FDS under the Corporations Act 2001 and you must be satisfied with the accuracy of the data contained in your FDS.



For Xplan enquiries please contact adtech@amp.com.au or phone 1300 367 800 opt 3 / opt 2