We are excited to announce another eggcellent Simple Fund 360 and Simple Invest 360 update! You can learn what’s new at our New Features Webinar on Tuesday, 24 May 2022 at 11:00 AEST. Register Now >>>
The full release notes can be found on the BGL Community >>>
Data Feeds: A new broker data feed has been added to the BGL Share Data Pack for Wentworth Securities. Plus, the HUB24 data feed has been upgraded to significantly improve support for HUB24 foreign share markets trades.
Reporting: 8 new mail merge fields have been added to custom reports and letters including tax breakdowns, pension minimums, and middle names.
Google Addresses Integration: Support for Google addresses has been added to Entity Details, Contacts and Trust Tax Return screens.
Corporate Actions: The following Corporate Actions have been added for various Mergers and Takeovers:
- MEP – 09 March 2022
- SYD – 09 March 2022
- ABR – 10 March 2022
- AVN – 14 March 2022
- OTW – 16 March 2022
- PAF – 28 March 2022
- API – 01 April 2022
Exclusive to Simple Invest 360
Trust Reporting: Enhancements have been made to Trust reporting, with multiple client wishlist items added. Including:
- Improvements to Unit Valuation Reports for unit classes and increased decimal places.
- Statement of Financial Position reports rounding improved
- Additional manual adjustments added to the Trust Taxable Income screen
Plus, many more features and improvements. Don’t forget to check out the full release notes on the BGL Community >>>
Previous month release notes can be found: