Computershare Registry Data - Payment (e.g. Dividends) and Dividend Reinvestment Plan (DRP) advice from Computershare is now automatically imported into the Documents screen, and Workpapers when holding balances are requested. Documents are auto-tagged to the correct chart folder and financial year, reducing manual steps and removing the need to request documents from Trustees.
Strategy Builder - BGL now integrates with Strategy Builder, which aims to make building SMSF investment strategies faster, simpler, and more compliant. Their guided tool helps trustees and professionals clearly document goals, risk, and investment decisions without the complexity or jargon. The user can choose the type of finished strategy they require: simple, detailed, or comprehensive. You can even clone previous finalised strategies from the same SMSF or another of the user’s SMSFs, saving valuable time when preparing a similar investment strategy.
Contract Notes Service - Dalton Equities trade confirmations are now supported via Kerr Allan Financial in the broker selection.
Income Generation- Added a warning when posting income for investments that already have income journals, helping to avoid duplicate transactions.
Income Generation- Added the option to Hide Year-End Accrual Income.
Macquarie Bank Statements Import - Macquarie Bank June 2025 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.
Pension Dashboard- The following updates have been added to the Pension Dashboard:
Various usability improvements including the ability to sort member accounts by Code or Tax-Free %, and to copy and paste the Member Code directly from the dashboard.
Life expectancy table added for Market-Linked Pension with start date on or after 01/01/2025.
Projected pension calculations for FY2027/2028 is now available with a disclaimer “Minimum percentages are based on the ATO minimum pension factors applicable from the 2023–24 income year onwards."
Property Dashboard - The following updates have been made to the Property Dashboard:
Various UI improvements to enhance user experience.
Disposal price will not automatically populate.
Added a Property Type filter.
Added a Lease Option expiry date warning.
Users can now copy a previous invoice.
New Sidebar Menu– The following Improvements have been added based on user feedback:
Added Entity Selection back in to Home menu.
Clicking on the Home icon will now navigate you to the Insights Dashboard (This was previously linked to "Workflow Jobs")
Changed Smart Reports so it is under both the Review and Reports menus.
The Share trading report now has a subtotal for each investment.
Investments on the report are also now listed in alphabetical order first, then by date.
Cash Flows Analytics- UI improvements added to Cash Flow Analytics, clarifying Payment and Cash Balance items.
Trial Balance / Investment Movement Report – Added an option to combine investment accounts with the same security so that it appears as one line item.
SmartDocs CGT – Now supports investment balance imports with up to 6 decimal places.
App Switcher - The Firm Change function was not applied to certain pages
Bank Feeds - Following the transition of Adelaide Bank products and services to Bendigo Bank over the weekend of 6 December 2025, BGL has completed the required updates. All impacted users have been notified via email, and existing Adelaide Bank data feeds have been updated to Account Closed.
Bank Feeds - A new Commonwealth Bank authority form was introduced in September 2025. Please note that old authority forms will no longer be accepted from 1 March.
Consolidated Reporting - Fixed an issue where a blank page was being generated in the PDF output.
Consolidated Reporting - Improvements made to performance to reduce loading times.
Contributions Summary Report - The report’s alignment has been updated to match the formatting of other reports.
Distribution Tax Automation - Enhancements made to support files sizes up to 30MB.
External Contributions - Error corrected in relation to deleting external contributions.
Reports - Fixed an issue where the Declaration of Distribution was only showing discounted capital gains.
Summ Cryptocurrency Data Feeds - Crypto Tax Calculator have been rebranded to Summ. All references to CTC have been updated to reflect the new name.
Contribution Transactions - The warning message that appears when contributions may exceed the cap has been improved to offer clearer and more actionable guidance.
Trustee Representation Letter - improvements to the signatory where it splits over multiple pages
Trust Income schedule - Handle Trust Income schedule Distributions with no values.
Wind Up Wizard - Error corrected where it could not process SuperStream Messages from this screen.
Wrap Statement Extractor - Fixed an issue where cash account balances were being posted to the incorrect account.
Wrap Statement Extractor - Fixed an issue where the adjustment for Portfolio Valuation amount was double counting some accounts.
