Period Compliance - A new Period Compliance screen has been introduced, simplifying the year-end compliance processes and provide clearer visibility before closing a financial period! The updated screen includes pre-lockup checks, tracking of significant events, and tax return validations, along with guidance to help resolve any identified issues.
Contacts- The ABN field will no longer be hidden when the ‘Enhanced Privacy’ toggle is switched on in user roles.
Contract Notes Service - Updated to correctly display “Contract Notes” as the uploader name when a trade confirmation PDF is received via the feed.
Documents (SmartDocs) - In this release, Simple Fund 360 will auto-attach invoices and receipts to transactions.
Fund Dashboard - A warning will appear if the fund status is no longer ‘Complying’ (Simple Fund 360 only).
Property Dashboard - A new button has been added to navigate to the Depreciation screen.
Property Dashboard Invoice Management - Bank Details in Invoice settings can now be selected from the bank accounts setup in the Feed Management screen.
Reports- The Projected Pension Continuation report can now be digitally signed.
Reports- Beneficiary Balance Summary report will now read directly from the chart of accounts name (Simple Invest 360 only).
Trust Tax Return - The Trust Tax Return will now show the loss indicator at item 24 in the Trust Tax Return (Simple Invest 360 only).
Asgard to BT Panorama Migration - Asgard accounts will transition to BT Panorama over the weekend of 21–22 March. BGL aims to complete the migration seamlessly for users during the week commencing 23 March. Impacted users will be notified by email once completed.
Distribution Tax Automation - Fixed typo
Member Dashboard - Fixed an issue where beneficiaries cannot be saved due to a rounding issue with the proportion benefit percentages
Member Dashboard - Fixed an issue where the note in the print did not match the wording on screen when the Projected Year is toggled on
Member Dashboard - Fixed an incorrect pro-rated pension calculation issue when a member started and ceased in the same calendar year
Property Dashboard - Fixed an issue where negative amounts could be entered in invoice line items.
Reports - Fixed an issue where bank accounts where the control account name was edited were not showing in the Unit Valuation Report - Simple Invest 360 only
