6 August 2026

Member Dashboard - Pension Commutations

Pension commutations can now be processed directly from the new Member Dashboard through a dedicated wizard, separated from Internal Transfers so each task has its own guided flow.

• Users select one or more active pension accounts for a member, enter the commutation date and amount, and the wizard validates the date against the financial year and pension start date before posting.
• Commutation amounts are pre-filled where the system can calculate them, and the linked Chart of Accounts is reachable directly from the dashboard.
• Pension documents can be prepared as part of the same flow with a Word download option, so the commencement date no longer has to be set manually in report settings for each pension.
• In-product help and a step-by-step user guide for Member Transactions are available from the modals.

1. Corporate Actions - 5 new mergers added
2. Custom Reports - Property Merge Fields - New Property Address and Property Valuation merge fields are available in Custom Letter templates, handling funds with multiple properties and pairing each address with the market value at the reporting period end date.
3. Data Feeds - Xero Bank Feeds - Disconnect Button - Xero organisation can now be disconnected directly from the Feed Management screen, keeping only the organisations still in use.
4. Div7A - 2027 Benchmark Interest Rate - The Division 7A benchmark interest rate has been updated to 8.77% for the 2027 financial year onwards, so loan interest calculates correctly without manual adjustment.
5. Identity Verification - Adverse News Screening - The Government ID & Biometric Check now includes adverse news database screening.
6. Property Dashboard - Address Suggestions - Free-text property addresses are now resolved into full structured addresses using Google Places, with a one-click confirmation prompt and an icon flagging properties that still need attention, improving tax return and valuation provider prefill.
7. Reports - 2026 Audit Workpapers - The remaining 2026 audit templates are now available, including the Engagement Letter, Trustee Representation Letter, Audit Planning Memorandum, Compendium Index, File Index, Fraud Checklist and Management Letter.
8. Reports - A new setting allows the Appropriation Statement to be renamed for Trusts and Companies, with the chosen name carried through to the Reports Index.

1. Data Feeds - Open Banking Skript - Fixed an issue where data import was skipped entirely for accounts supplied without BSB and account number details.
2. Div7A - Interest Calculation - Fixed an issue where the “Calculate interest only after lodgment date” toggle applied an incorrect number of interest days when dividends were paid in the worksheet.
3. Member Dashboard - COVID Re-Contribution Export - Reinstated the COVID Re-Contribution export button, which was missing from the new Member Dashboard.
4. Member Dashboard - Internal Transfer - Fixed an issue where reselecting the member account for a member with a single account blocked the remaining steps until the screen was reloaded.
5. SuperStream - Fund Registration Status - Fixed an issue where a fund's ABN status was intermittently not updating to Registered after a fund transfer and added logging to detect it.
6. Tax Compliance - AI Explanation - Fixed a further batch of UI issues with the ATO validation error AI Explanation in the SMSF Annual Return screen.