Why is Cashflow 2.0 changing?
Holistic Cashflow has grown into our flagship cashflow modelling experience. It supports more accurate monthly calculations, adapts to change mid-strategy, and handles complex advice scenarios with greater flexibility. Focusing on one primary cashflow engine allows us to keep improving depth, accuracy, and long-term reliability.
Is Cashflow 2.0 being removed?
No. Nothing is being taken away. Cashflow 2 will simply move to a read only state from April 30 2026.
You’ll continue to have access to your existing Cashflow 2.0 scenarios. They will remain available in view-only mode for reference, review, and compliance once Holistic Cashflow fully takes centre stage.
When does this change happen?
Holistic Cashflow becomes the flagship cashflow module from 30 April 2026.
Up until 29 April 2026, you can continue to create, edit, and delete Cashflow 2.0 scenarios. From 30 April 2026, Cashflow 2.0 moves to view-only access.
What happens to my existing Cashflow 2.0 scenarios?
Your scenarios stay exactly where they are.
You’ll be able to:
View all existing scenarios
Use them for compliance and review
Export them for your records
They won’t be deleted or altered.
Can I still create new scenarios in Cashflow 2.0?
You can continue creating and editing Cashflow 2.0 scenarios until 29 April 2026.
From 30 April 2026, all new scenarios will be created in Holistic Cashflow.
Do I need to recreate my old scenarios in Holistic Cashflow?
No. There’s no requirement to rebuild historical scenarios.
Existing Cashflow 2.0 scenarios remain available for reference. New modelling work should simply be created in Holistic Cashflow moving forward.
Why should I move to Holistic Cashflow now?
Holistic Cashflow is where all future enhancements, support, and product investment will focus.
It offers:
Monthly calculations for greater accuracy
Support for multiple superannuation accounts in one scenario
Flexible adjustments to loans, investments, pensions, and risk profiles
The ability to model additional entities without Fact Find constraints
Starting now lets you transition at your own pace.
Will I be reminded about this change?
Yes.
We’ll continue to remind you as the transition period progresses, so you always know what’s coming and when. You won’t be left guessing.
What training or support is available?
We’ll continue to provide:
Guided walkthroughs and webinars
Virtual classrooms every second Tuesday
Direct support from your Customer Success Manager
If you’d like help planning the transition or understanding how Holistic Cashflow fits your workflows, your CSM is ready to support you.
Who can I talk to if I have questions?
Your Customer Success Manager is your first point of contact and can help you:
Understand what’s changing
Plan your transition
Get comfortable using Holistic Cashflow