A new automated data feed integration with Totalityhas been introduced, allowing users to import cash, investment, and income transactions, along with daily balances, directly into Simple Fund 360 and Simple Invest 360, eliminating the need for manual data entry.
AI Tax Assistant - has an updated UI aligned to the latest design, improving usability when reviewing AI-generated tax guidance.
Division 7A Loan Setup - now validates account selection when setting up or editing a repayment loan, hiding ineligible Normal accounts and warning when a sub account is already attached to another Div7A loan.
Division 7A Create Loan - now allows a Loan Liability Account to be selected for all entity shareholder types, not just SMSFs, so inter-entity loan transactions can be posted correctly for Companies, Trusts and Individuals.
Division 7A Create Loan - now supports selecting up to four shareholders as borrowers, or a single associate, when creating a loan, replacing the previous single-shareholder limit.
Macquarie Bank Statements Import - Macquarie Bank Jan - June 2026 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.
Member Dashboard - clarifies the internal transfer message shown when no accumulation account exists for a different member, linking directly to the Commute Pension screen.
Validation Report Side Panel - now includes a Pre Validation tab so errors in the annual return are visible before running Validate, closing the gap with the Create Entries screen and speeding up error discovery.
Bank Authority Form - Fixed an error when generating bank authority forms.
BT Panorama - Fixed an issue where in-specie transfer transactions extracted the wrong Contract Date and Cost Base, which affected CGT dates and cost base for future disposals.
Company Tax Return - Fixed an issue where the Loss Carry Back tax offset fields incorrectly appeared for FY2024 onwards, when the offset only applies to FY2020–FY2023.
Contribution Transaction - Fixed an issue where a blank “Any Other” field on the UI was not defaulting to zero.
Div7A Loan Wizard - Fixed an issue where removing a Dividends Declared record from the Div7A wizard did not also delete its associated journal transactions.
Div7A Post Dividend Wizard - Fixed an issue where the Post Dividend Wizard displayed the Company Entity Name instead of the Shareholder Name.
Feedback Submission - Fixed an issue where submitting feedback containing multiline comments failed.
Investment Accounts can no longer be linked to another Investment Account, preventing data errors and dashboard 500 errors this caused.
Internal Transfer - Fixed an issue where the Cap Remaining (after transfer) value displayed incorrectly.
Tax Adjustment - Fixed an issue where the year shown in the Tax Adjustment and Adjust Prior Year Losses pop-ups was based on the calendar end date rather than the fund's financial year, causing it to display a year behind after year-end.
