AI Assistant - Division 296 Tax Estimation - Updated with the latest legislation to help you project potential Division 296 tax. Our AI assistant can also estimate the cost base reset strategy and generate a client-ready email instantly!
AI Assistant - BGL Assistant - Try our updated AI Assistant with enhanced capabilities! It now has more data than ever and can take actions on your behalf, including adding notes in the Entity Dashboard or creating workflow jobs while you chat. Access information on lump sum contributions, feed data, investment returns, BGL exchange rates, and more. Try it now!
Consolidated Reporting - Operating Statement and Statement of Financial Position can now be exported to Excel.
Property Dashboard Invoice Management - Recurring invoice schedules can now be set up, which will either create an invoice or create and send an invoice according to the schedule.
Property Dashboard - The last updated date of the valuation will now be displayed.
Reports- Added a Current Month and a Previous Month option in the reporting dates drop-down
Reports - Updated Statement of Financial Position & Detailed Statement of Financial Position to order control accounts alphabetically (Simple Invest 360 only)
Reports- Added new Projected Pension Continuation Minutes
Selfwealth Wrap Feed - Users can now customise which transaction types are imported via the feed, including bank, investment, and income transactions. Foreign dividend transactions are excluded from this setting and will always be imported
Documents - With dividend statements uploaded from the share registry, we have enhanced our auto-attaching logic, allowing most of these documents to be linked automatically to the relevant transactions.
Bank Feeds - The ANZ authority form for BGL Bank Data Service has been updated. Please note the previous ANZ authority form will no longer be accepted from 4 May 2026.
BT Panorama Wrap Feed - Improved accrual date extraction for distribution income
CGF Accolade Wrap Feed - Improved handling of unfinalised transactions for investment movements to prevent duplicate records
Custom Reports – Fixed the Projected Pension Minimum Merge Field to include all relevant member account balances.
Holding Accounts Report - Fixed an issue where the Holding Accounts Report was not available for Assetora and LGT Weath Management wrap feeds.
North Wrap Feed - Improved handling of unfinalised transactions for bank transactions to prevent missing records
Registry Data Service - Fixed an issue where default HIN did not attach to newly created investment accounts via data feeds
Reports - Corrected an issue that resulted in duplicate lines appearing in the Contributions Breakdown Report.
Fixed an issue where tax adjustments to labels D1/D2 could not be saved due to the disposal of asset.
Trust Income Schedule – Fixed an issue where funds with distribution income and a 100% pension policy were not preparing the Trust Income Schedule.
Workpapers - Users can remove the Final Reviewer from individual workpapers.
