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Member Dashboard - Allocate Pension Payments
A new Allocate Pension Payments function has been introduced within the Pension Dashboard to streamline the process of meeting minimum pension payment requirements for all pension members.This enhancement provides users with two automated allocation options:
- Allocate to Meet Minimum Pension Payments - Automatically allocate unallocated pension amounts to satisfy the required minimum pension payment amounts.
- Allocate to Meet Minimum Pension Payments and Optimise Excess - Automatically allocate unallocated pension amounts to meet the minimum requirements, and if any excess remains, allocate it to the lowest tax-free pension accounts.
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Entity Transfer for Simple Invest 360 - Trusts, Companies and Individuals managed in Simple Invest 360 can now be transferred across licences.
- Audit Management - The Notes feature has been enhanced for improved usability and collaboration. Users now have access to a larger typing area, an increased character limit, and the ability to reply to notes.
- BGL Open Banking - The consent link is no longer limited by a 14-day expiry when generated.
- Corporate Actions - 4 merger corporate actions have been added.
- Lodgement (BGL tab) - Users can now export the filtered Lodgement data displayed on the Lodgement screen directly to a PDF or CSV file.
- Member Dashboard - Users can now click a link from the 'Unallocated Pension Payments' amount to be automatically directed to the Transaction screen, with the view pre-filtered by the respective account.
- Member Dashboard - The document uploader has been upgraded to support files up to 30MB in size.
- Property Dashboard - Integration with a new property valuation provider “SMSF Property Valuations” has been added.
- Provider Settings - Ability to add email recipients for HUB24, Macquarie Cash and Macquarie Wrap to receive 30-day and 7-day expiry notifications.
- Workpapers Spreadsheet – The custom spreadsheet available in each account folder is now included when exporting workpapers.
- Workpapers - Rollover Notes have been added. Notes attached to workpapers can now be flagged to automatically rollover into next year’s pack.
- Workpapers Income Tax Reconciliation – An option to recognise and bring forward prior year manual adjustments within the 85000/Income Tax folder of workpapers has been added
- Bank Entry via SmartDocs – Our AI for bank statement extraction has been upgraded, resolving recent Macquarie statement reading issues and expanding support for a wider range of credit card statements.
- Rental Statement Reconciliation via SmartDocs – Our AI for rental statement extraction has been upgraded to support more statement types, and in the Reconciliation screen, reimbursed expenses are now correctly classified as inflows rather than outflows.
- Entity Deletion - Fixed an issue where Trusts and Companies with a lodged return were being blocked from deletion.
- Investment Performance Reports - Fixed an issue where Simple Dietz & Time Weighted reports were missing graphs.
- Period Compliance - Fixed an issue with Income Streaming where capital gains components were not being split correctly. (Simple Invest 360 only)
- Reports - Fixed an issue with the Annual Tax Statement where the “Notification of Distribution Paid” Date could not be set. (Simple Invest 360 only)
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Support Call - Resolved an issue when logging a support ticket, which was to limit the area code field to 2 digits