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Xtools+ Question

Question asked by Jemma Brown on Nov 30, 2018
Latest reply on Nov 30, 2018 by Lana Graham

 - I need to input two seperate Super accounts for one Client into XTools+ as tax components are different in both funds. A withdrawal and re-contribution strategy is being recommended and combining the two Funds does not give me an accurate outcome for the tax components. Is it possible to input two separate super accounts for one client? thanks.