- Contributions - The Contributions Dashboard and reports have been updated to incorporate the increase in the concessional and non-concessional contribution caps from 1 July 2024 onwards.
- Pensions - The minimum pension payment factors for Dashboards and Reports have been updated for the 2024-25 financial year.
- Reports - The Actuary Certificate received on the Fund Pension Policies screen is now available to be selected on the Reports screen and can be included as part of a report pack
- User Roles - A new authority was added under the ‘Investment’ section to allow non-admin users to delete balance records in the Balance Review screen.
5. Practice Management Integration - APS Contacts+ is now available
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Account View - The default view for each sub-level account will be collapsed rather than expanded. Additionally, we've introduced buttons that allow for one-click refresh and expand/collapse all functionality, and we now separate debits and credits into distinct columns for a clearer view.
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Corporate Actions - 2 new mergers added.
ASX Code Date DVR 6th March 2024 WSP 6th March 2024 - Entity Dashboard - The TFN on the Entity Dashboard will now be hidden by default for all users for privacy reasons and will be revealed when clicked.
- Feed Management - A new validation has been added when the re-request transaction date range is before the System Start Date in the Fund Details screen.
- Reports - The Bank Feed Comparison Report now supports a change of BSB during the Financial Year.
- Reports - The Pension Summary Report can now be prepared for the following Financial Year from Report settings.
- Reports - The Digital Signing Wizard now allows reports to be removed from the list.
- Reports - A new Mail Merge field has been added for TaxDueRefundable to display without brackets.
- Reports - The Detailed Schedule Of Fund Assets now has a setting to display current assets only.
- SmartDocs: Fast Bank Entry - The bank statement AI has been enhanced for various banks, including St George loan accounts, NAB, & CBA.
- Smart Reports - The Operating Statement can now be generated to PDF directly from the Smart Reports screen.
- Smart Reports - Improved how long account names are handled in the Smart Reports Trial Balance view.
- Smart Reports - Improved how transaction date is filtered when clicking through to the transaction list from Smart Reports.
- SMSF Return Lodgement - A Warning Message will display if Returns from prior Financial Years have not been lodged.
- TBAR Management - Based on user feedback, the sorting arrows are closer to the heading title.
- Transaction - The Tax Instalment selection for the 2024-25 financial year has been updated.
- Workflow - System Job Stages can now be deleted and more flexibility has been added around reordering Job Stages.
- Practice Management Integration - Retain sort and search filters after completing an action in the Client & Contact list
- Practice Management Integration - MYOB PM (previously GreatSoft) - can now update multiple discrepancies for a record with one click
- Practice Management Integration - APS integration - no longer importing/syncing inactive clients from APS
- Practice Management Integration - APS integration - for non-individuals, we now map the BGL client/contact record’s name to the APS registered name.
Simple Invest 360 ONLY
- Account View - Displays new CGT fields for trust distributions.
- Smart Matching - Added new CGT fields for trust distributions to comply with new reporting regulations.
- Transaction - Updated Distributions Paid (account 49450) to include four new capital gains tax component labels.
- Reports—We have added an option to select/deselect all beneficiaries when preparing the Annual Tax Statement and Unit Holding Statement reports.
- Insight Dashboard - This dashboard reflects the updated Pension Minimum Rates for the 2024 FY, utilising the full rate instead of 50%. Both the pension filter and the pension Excel report avaibale for download have been updated accordingly.
- Investment Income Comparison Report - Fixed investment name alignment issue when investment security name is too long.
- Trust Tax Return - We have corrected an error when updating the date of birth for indvidual beneficiaries directly in the trust tax return.
- Smart Report - Resolved an issue with the General Ledger where the filter was not applied correctly.
- Practice Management Integration - We have resolved the issue where the Client & Contact list not sorting correctly by last modified.