AuditCover - AuditCover integrates with BGL, enabling accountants to give SMSF clients an option for cover as protection against unexpected accounting fees when responding to tax audits. With AuditCover, clients hold their own policy so that admin is minimal and renewals are automated. AuditCover can be accessed from either the Audit Management or Connections screens.
Macquarie - The Macquarie New Account Application feature allows users to initiate an account opening process with prefilled information, making it easy and streamlined.
Wind Up Wizard - A new screen offering a step-by-step guide to winding up a fund and handling the required SuperStream payments.
Trust Income Schedule - CSV Import allows users to bulk import data into the Trust Income Schedule without modifying Transactions.
Investment Income Generation - This screen available for all entity types to assist with capturing income for entities without a bank feed setup.
Feed management - A new Registry HIN/SRN Report has been added, allowing users to export HIN/SRN and postcode information for investments in bulk across all entities.
SmartDocs - we now read and extract data from ASIC invoices and Council Rates. The following functions will be supported across Smart Matching, Documents, and Workpapers:
For Unmatched Transactions: If an ASIC or Council Rates transaction in Smart Matching has a relevant document uploaded, SmartDocs will automatically locate the file and display it within Smart Matching for your reference.
For Coded Transactions: If a document is uploaded after a transaction has been coded in the system, SmartDocs will automatically attach the document to the relevant transaction, appending the chart folder. These files will also seamlessly flow into the corresponding Workpaper package.