Member Dashboard - Date of birth now displays next to Age in the Member Table and Overview tabs, with privacy masking respected.
Member Reports - Member Statement, Members Summary, Consolidated Members and Alternative Member Statement reports now list members alphabetically, consistent with the Balance Sheet.
Members Summary Report - Date of birth now shows next to each member's name and age (“DOB: Provided” when enhanced privacy is on).
Period Compliance - Companies and Trusts winding up early in a new financial year can now lodge using the prior-year form, as SMSFs already can.
Smart Reports - AI analysis now launches from pre-configured “Analysis” prompts (current year, last 2 years) with fund data already embedded, so results appear faster.
SuperStream - The improved “ABN already registered” error message now also applies to existing errors.
SuperStream Contribution Matching - The date tolerance for SuperStream Contribution Matching has been extended to support more cases.
Smart Matching - Smart Matching now spots when similar transactions are coded the same way more than twice and suggests creating a matching rule from that pattern.
Create Entries - Fixed an issue where Create Entries failed when the dividend-matching alert exceeded the character limit; the alert now lists affected securities. (Hotfix)
Data Feeds- AUSIEX - Supported new income components mapping for franked/unfranked dividends, franking credits and foreign tax credits.
Data Feeds- Praemium - Fixed an issue where amended Praemium transactions incorrectly flagged as deleted transactions.
Member Dashboard - Fixed renamed documents not updating their name in the Member Dashboard.
Property Dashboard (Address Validation) - Entering unsupported characters (e.g. accented letters) are now converted to supported characters instead of a 500 error.
Statement of Taxable Income - Fixed adding or removing extra Capital Works lines not saving after the SOTI had been posted.
