Simple Fund 360 and Simple Invest 360 Product Update – 22 August 2024

We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!

• Click here to check out the full release notes.
• Click here to register for our upcoming new features webinar.

Support Calls: The user interface and search functionality for support calls have been upgraded to improve the user experience. Learn More

 

SMSF Annual Return and Schedules Report: A new report of the SMSF Annual Return and the schedules containing data has been added. Learn More

• Templates can be rearranged by users.
• Financial year and completion date have been added to Template Usage export.
• The same template is now selectable from Workflow Jobs view for multiple financial years.
• The Last Task Description and Completion Date are now in separate columns in the Workflow Jobs export

• HAU.AX 28th June 2024
• BLD.AX 10th July 2024
• QVE.AX 16th July 2024
• BYE.AX 17th July 2024
• MRM.AX 26th July 2024
• CSF.AX 29th July 2024
• ALU.AX 1st August 2024
• GNX.AX 1st August 2024