Tax and financial planning software solutions specifically designed for Australian tax payers, investors, accountants, financial planners, financial advisers and pension consultants.
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Financial planning software for the Australian market.
The Standard and Professional Editions are for financial planners needing a detailed fact find, strategy analysis and financial plan paragraph/page generation for inclusion in their own Statement of Advice (SOA) documents.
Also available will be a Home Edition designed for Australian individuals who wish to analyse their own financial situation. All editions include Plansoft Calculator and Plansoft Rates functionality.
The most comprehensive calculator of Australian income tax, Centrelink/DVA (including age pension calculators) and Family Assistance Office payments.
Also includes many financial planning calculators such as superannuation contributions, transition to retirement, income stream and many other calculators. Includes Plansoft Rates.
The most convenient listing of current and historical Australian Government rates and thresholds. Updated every Jan, Mar, Jul and Sep. Subscription: $22.00 pa
Online leasable calculators for really quick calculations. Our software solutions & products including Australian income tax calculators, Centrelink calculators & age pension calculators can be styled to suit corporate websites.
Plansoft is a provider of financial solutions software offering a range of personal tax and government payments
calculators and financial planning software specifically for the Australian users.
We develop financial software and provide services for the following markets:
Individuals who wish to check their financial and tax situations including superannuation and government payments.
Professionals such as accountants, financial planners or advisers who recognise the benefits of software in helping to provide advice to their clients.
Organisations who wish to provide packaged or customised financial planning software solutions.
All Plansoft products have been updated with Budget 2013 related future rates and thresholds, including Medicare Levy increasing to 2%, increased Superannuation Concessional Contributions caps, and increased income free area for government payments such as Newstart.
Plansoft Calculator includes new Calculation Report feature to easily report on selected or all available calculation report pages. Also includes a redesign to the Fact Find to include Financial Summary and notes.
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Customer feedback is very important to us.
Please refer to our Contact page for any support issues relating to our software.