Swyftx - New data feed integration with Swyftx, enabling automatic import of cryptocurrency transactions and daily balances for a more streamlined and efficient workflow.
Annual Return Validation checks - including capital gains, lump sum, and annual return checks - are now built into Simple Fund 360, helping accountants catch common ATO error codes before lodgement and reduce the risk of rejected returns.
Create Entries Alerts - Accountants are now alerted when transactions are posted after a Create Entries run has been completed, making it easy to identify entries that may affect the period and need to be re-processed before it is finalised.
Custom Reports - New and enhanced merge fields give accountants greater flexibility to include key fund, member, and entity data in custom letter and document templates, reducing manual data entry in correspondence.
Custom Reports - A new merge field has been added for the projected total maximum pension payment amount in Custom Reports.
Division 7A Improvements - Wording updates and visual field highlighting when the minimum yearly repayment is not met make it clearer for accountants to identify and action Division 7A compliance issues. (Simple Invest 360 only)
Franking Account Worksheet - A warning now appears on the Franking Account Worksheet when the franking account balance is projected to go negative in the current financial year, enabling accountants to identify and resolve potential franking credit shortfalls before they become a compliance issue. (Simple Invest 360 only)
Invoicing Improvements - Property Address will now show in the recurring invoice templates view.
Mason Stevens Data Feed - Investment names are now sourced directly from the Mason Stevens feed, ensuring investment accounts accurately reflect the underlying security names for improved clarity and consistency.
Pension Summary Report - The Pension Summary Report can now be exported to Excel, making it easier for accountants to share pension data with clients, perform further analysis, and include the figures in broader reporting packages.
Property Dashboard - Update the Global Property Summary report to include ‘Lease Expiry’ and ‘Address’.
SuperStream - The ESA (Electronic Service Address) list has been refreshed with the latest April 2026 SMSF Alias lookup data.
Trustee Representation Letter - The Trustee Representation Letter now automatically populates each trustee’s first name and surname via a merge field, eliminating the need to manually type or edit trustee details every time the letter is generated.
85000 More Details Panel - The 2026/2027 financial year is now selectable in the 85000 More Details panel, enabling accountants to accurately report and review tax instalments and tax payments for the upcoming tax year when preparing annual returns.
Automic Registry Data Feed - Resolved an issue where statement downloads were being duplicated.
Consolidated Reporting - Fixed an issue where consolidated accounts once reverted could not be consolidated with others.
Custom Reports – A New merge field for “projected total maximum pension payment amount” has been added to custom reports.
Entity Dashboard - Fixed an issue where TFN was showing as 'Not Provided' when it was in fact provided.
Evans & Partners Data Feed - Internal cash transfer transactions are now excluded from import, reducing unmatched transactions and improving reconciliation accuracy.
Fund Transfer Screen - Fixed an issue where a ‘Buy Now’ button would appear for Data Feed Services.
HUB24 Data Feed - Resolved an issue where transactions were not imported when the share market was unrecognised, ensuring more complete and reliable transaction imports.
HUB24 Data Feed - Internal cash transfer transactions are now excluded from import, reducing unmatched transactions and improving reconciliation accuracy.
Layout Settings - Fixed a 500 error when adding a heading with a blank name.
Lodgement BGL View – Fixed an issue where the Forms Prepared tab was not showing the correct lodging party for non-SMSF entities with amended returns.
Mason Stevens Data Feed - Security type mapping improvements in the descriptor feed.
SMSF AR - Added validation checks when saving the Annual Return
System Tax Component - Updated the 2025 FY system tax components for OPH.AX.
Period Compliance - Fixed an issue where Distribute Profit did not pre-fill B1 & B2 labels from 23800 more details. (Simple Invest 360 only)
