-
Activity Statements - Activity Statements have moved to the new SBR2-based lodgement experience, now available to all clients following ATO endorsement.
- Modernised BAS/IAS experience: The interface has been redesigned to provide a cleaner layout, improved navigation, and a more streamlined workflow when preparing and lodging BAS and IAS forms.
- Support for nine additional forms: Users can now prepare and manage nine new BAS/IAS form types directly within the platform, expanding coverage for different reporting and lodgement requirements.
- Amendment functionality: Users can now create and process amendments to previously lodged BAS/IAS forms, making it easier to correct or update submitted information without relying on external workarounds.
-
Instant Valuation by Property Pricer - The Property Dashboard now supports Instant Valuations from Property Pricer for residential properties. Complete a short property questionnaire and the valuation report is returned automatically with the property price updated in BGL.
- Corporate Action - Added 3 new mergers
- Lodgement BGL View - Print Options (PDF/CSV) for BAS/IAS now include the word 'Amendment' in the Form Type column, matching what's already shown on screen for amended activity statements.
- SMSF Annual Return - Now validates the TFN and ABN when manually entered on the tax return screen, matching the validation already in place for Simple Invest 360.
- SuperStream Dashboard - Now links directly to the relevant help article from the Registration Failed information icon, so clients encountering an ESA registration problem can follow the cancellation steps without searching for guidance.
- Delete Fund - Fixed a remaining scenario where deleting a fund and cancelling its ABN registration at the same time did not remove the associated ABNAdditionalContact record.
- Depreciation Schedule - Fixed an issue where assets linked to a property were not prefilling correctly in the depreciation schedule.
-
Data Feeds - Open Banking Skript
- Fixed an issue where leading zeroes were dropped from Suncorp account numbers. Account numbers are now automatically padded so the feed continues to deliver data without interruption.
- Improved the daily feed request so account status is always reported correctly.
- Data Feeds - Evans & Partners - Improved CFI income detection so these amounts are no longer posted to Other Income.
- Data Feeds - WealthO2 - Added support for new income components in the WealthO2 feed.
- NBOC - Fixed an issue where some cryptocurrencies were missing from the data feed.
- Period Compliance - Fixed an issue where the default Tax Label for Strata Levy Fees was incorrect (Simple Invest 360 only).
- Reports - Fixed an issue where the Company Tax Return was incorrectly showing in a Trust's report pack.
- Share Registry Data - Computershare - Fixed an issue where duplicate Payment Advice documents were imported to the Documents screen.