✨ New Features & Enhancements

• Document Management System (DMS) Enhancements: The new DMS is designed to provide you with a more user-friendly experience to find, store, and tag documents while benefiting from enhanced security. Key new functionalities include:
  • Bulk download and upload capabilities
  • Tracking the provenance of documents with new source and status fields to identify verified documents,
  • Improved filtering and tagging functionalities
  • Ability to control visibility for read-only users
  • Support for more file types
  • Flexibility to manage document descriptions You can find out more about document source and status here and other DMS enhancements here.
• NowInfinity Direct Connect Documents: Newly established SMSFs and Trust entity documents can now be seamlessly pushed from NowInfinity to Class. The signed establishment documents will be loaded and tagged into the Class Document Management System (DMS), find out more here.
• AMP North Feed Upgrade: A new version of the AMP North feed has been released which supports new functionality including SMAs. SMA investments for AMP North are consolidated meaning you will only ever see one holding of an investment, you can read more here.

📢Other Update

• New Ideas Portal: We’ve replaced our Ideas Portal, AHA!, with a brand new improved version that is accessible directly from Class making it easier than ever to provide your feedback. Rest assured, all your previous feedback has been retained, you can read more about our Feedback Policy here.
• Corporate Actions: Class has added support for 44 new Corporate Actions for Aug, details are documented here.
• HUB24 Documents: The latest statements for quarter ended March 2025 for review report & valuation by security docs have been loaded to all eligible funds, find out more here.
• Updated FinClear Authority Process: A new FinClear authority process is now live, all new activations will require a new form to be signed and sent to the adviser directly. Please find more details in the user guide here.

🐞 Bug Fixes

• New Date of Birth Validation: A new validation has been added to ensure the Date Of Birth has been entered for trustees and directors to prevent errors occurring when requesting actuarial certificate if this information was missing.
• FY25 SMSF annual return
  • Not prefilling Section K trustee name: Resolved an issue where the Section K trustee name for non-individual trustees did not pre-fill when printing the FY25 Annual Return.
  • ECPI method selection issue: Resolved an issue where the ECPI Method was unselected when using both the Segregated Asset Method and the Proportionate Method. The selection now displays correct.
• Excel transaction loader additional exchanges: Added support for seven new exchanges (ATX, FRA, MAD, MTA, OMXH, SIX XSWX, and SIX XVTX), enabling foreign investments listed on these exchanges can be uploaded via the loader to Class.
• Excel fund loader button display issue: Resolved a display issue with the "Auto Complete Investment Details" button in the Investment tab. The button now appears correctly.
• Carry forward unused concessional contribution cap table: Fixed a display issue in the unused concessional contribution table.