Direct-Connect Document Feeds
- Macquarie Wrap: Tax Statements for Macquarie Wrap are now supported as part of our Direct-Connect Document Feed. Currently FY24 Tax Statements have been made available and the FY25 will be made available shortly, find more details here.
Improvements
- Non-Concessional Contribution Automation: The NCC bring forward behavior in the Contribution Cap screen has been improved. You no longer need to manually edit and click recalculate from previous years to have the remaining amount and status reflect correctly in the 3rd year. It’s important to process the contributions by financial year in chronological order, find out more here.
- Business Event count: At the Business level Fund Dashboard screen the Business Event count will exclude future dated business events. This will make it easier to see which entities have Business Events that can be processed today. Future dated Business Events will continue to appear in the Match Transaction screen.
Other Updates and Fixes
- Updated ATO Interest Payments community income account to non-assessable and Penalty Interest Paid to non-deductible. This is based on recent change from ATO to make interest non-deductible/not-assessable. Refer to the knowledge base article if you want to override the accessibility/deductibility of interest, where it was incurred 30 June 2025 or prior, here.
- Corporate Actions: Class has added support for 51 new Corporate Actions for July details are documented here.
- LIC Deduction: The LIC Deduction page for FY25 has been updated. Securities with LIC deductions need to be manually recorded against the dividend event in Class, details here.