- Relationship Diagram - Create a diagram of an entity’s relationships directly from existing data. Filter out relationships you don’t want to show, edit labels, add annotations, and show or hide entity details. Changes are saved to the diagram, so it can be revisited and updated later.
- Reports - Segregated Operating Statement - A new report showing one page per member account, with the segregated income and expense accounts allocated to that member account. Figures use the same logic as the Detailed Operating Statement, divided according to the fund’s segregation policy, with comparative figures shown based on the badge setting. (SMSF only)
- Bank Feeds - CBA - A reminder now appears under Account Name when setting up a CBA feed via BGL Bank Data Service, prompting you to match the name exactly to the bank statement so the Authority Form isn’t rejected.
- Foreign Currency - Searching a future date now shows “Rate not available for the specified date” instead of the previous search results.
- Member Dashboard - The Members tab now includes a copy icon for member account codes and shows date of death on hover, matching the Pension and Overview tabs.
- Member Dashboard - The dashboard now remembers whether you last viewed the Overview or Member tab, so you return to where you left off.
- Member Dashboard - Improvements made to the Overview Tab where it now displays the Total Fund Balance.
Smart Matching - Toggle for 'Match + Rule' Feature - An option is now provided to match similar transactions without creating rule.
- Activity Statement - ATO Validation Report - Fixed the ATO Activity Statement Validation Report on the Lodgement screen showing incorrect results for BAS/IAS amendments.
- Activity Statement - BAS/IAS Amendment Lodgement - Fixed an issue preventing BAS/IAS amendments from lodging from the Lodgement screen.
- Activity Statement - Cancelled / Re-issued Forms - Fixed the handling of BAS/IAS forms that are cancelled and re-issued by the ATO.
- Data Feeds - Netwealth - Improved Portfolio Code extraction for Netwealth transactions and balances, preventing new chart accounts from being created.
- Data Feeds - Re-request Transaction - Fixed a broken link to the Compliance screen.
- Data Feeds - Swyftx - Improved handling of high request volumes to reduce interruptions to daily data feeds.
- Distribution Tax Automation - Fixed incorrect distribution tax data for QOZ for 2026.
- Entity Setup - Fixed Badges displaying in Entity Setup when your user role has Badges turned off.
- Insight Dashboard - Updated page links to align with newly added pages.
- Lodgement Screen - Fixed Lodgement screen tabs showing no records for funds with no lodgements.
- Property Dashboard - A new filter displays properties with a missing address to help clean up data.
- Property Dashboard - Valuation records from external providers are no longer editable.
- Reports - Alternative Members Statement - Corrected text on the Alternative Members Statement.
- Smart Matching - Fixed transactions not being selectable in Search/Split for a transaction with an informal rule.
- Tax Return - Fixed opening a prior year tax return redirecting to the current year tax return for Trusts and Companies.
- Transaction Screen - Fixed amounts not being able to be dragged from one input field and dropped into another.
- Transactions - The financial year for a document attached while entering a new transaction can now be changed, removing the need to edit the transaction afterwards.
- Transactions / Distribution Tax Automation / Securities List - Fixed incorrect financial year dates displayed on these screens.
- Transfer Balance Account Report - Fixed duplicate events being created in the TBAR file when cancelled events are selected using “Select all”.