General
- Adding a Custom price for a fund only, using the new investment security list
- Balance Review
- Changing investment accounts to unitised/non-unitised
- How to process Securities?
- How to solve Duplicate Investment Accounts?
- Investment Dashboard
Transactions
Term Deposits
Foreign
Rental Properties
- How to Enter Depreciation
- How to link multiple expenses to a Rental Property
- How to process borrowing costs for an SMSF rental property investment?
- How to process Capital Allowance or Works Deduction?
- How to process rental property transactions?
- Limited Recourse Borrowing Arrangements (LRBA)
Specialised Investments
- Debt Securities (Bonds)
- Exchange Traded Options
- How to account for Traditional Securities - Bonds, Bills of Exchange & Promissory Notes
- How to enter a partnership investment loss/profit?
- How to process SMSF interests in a partnership?
- Property Dashboard