Tax and financial planning software solutions specifically designed for Australian tax payers, investors, accountants, financial planners, financial advisers and pension consultants.
The newest financial planning software for the Australian market.
The Professional Edition is 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.
Both editions include Plansoft Calculator and Plansoft Rates functionality.
Subscription from $330.00 pa (Home edition) to $1320.00 pa (Professional Edition)
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.
Subscription from $88.00 pa (Home edition) to $276.00 pa (Professional Edition)
The most convenient listing of current and historical Australian Government rates and thresholds. Updated every Jan, Mar, Jul and Sep.
Subscription only $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 new provider of financial solutions software offering Australian income tax calculators and other financial planning calculators to the Australian market.
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.
Plansoft Financial Planner has been released from Beta into production and is now available for subscription.
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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.