New Features 

• Share Registry Documents from Automic: We've continued to enhance the Share Registry integration—now with support for documents. 
  Key document types including tax statements, dividend, distribution and transaction statements will be automatically loaded into Class each month around the 21st, conveniently delivering verified documents directly into the Class DMS. Find more information here.
• Electronic Lodgment for Wind Up Funds: You can now lodge Wind up Funds for FY2026 through Class using prior year stationary. This removes the need to wait until June next year or lodge using manual methods. A fund end date must be entered first to create the annual return, find out more here.
• Property Title Searches:
  • Ability to search using Address: You can now search for a Title Reference using the property address if you don’t have the Title Reference on hand. A small additional fee depending on the state or territory of the property address applies, find out more here.
  • Multiple Title Searches supported: You can also edit the Title Reference field, allowing you to perform additional Title Searches for the same property where multiple Title References exists. If you reorder a Title Search for that property in the future it will default to the last Title Reference ordered, find out more here.

• Reports: We're making exciting updates to Class reports over the coming months.

  • New Fund, member & pension merge fields: We've added 59 new merge fields across fund, member and pension levels, giving you more flexibility to automate letters as part of report packs. You can find the latest list of all merge fields here and specific instructions on using them and some sample letter templates here.
  • Report Content and Styling Updates: We're also updating the look and feel of Class reports and improving the content. This month, content changes have been rolled out for text-based reports that have notes in report parameters. These changes are compatible with the existing reports.

  To ensure that the content in single reports matches what’s in report packs, you'll need to update your existing report packs by removing and re-adding certain reports. The list of 12 reports are documented here.

• Fund Compliance Status: The Fund Dashboard now displays the fund’s compliance status, helping you better manage SuperStream Rollovers and audit preparation. Statuses will automatically update on a regular basis from the end of Sep 2025, more details here.
• Betashares Direct: A new data feed for Betashares Direct is now live, which includes direct connect documents as part of the feed. These documents will be made available on a quarterly basis. Find details about the new data feed here.

Enhancements

• Improved SuperStream Error Handling: We’ve improved how certain SuperStream errors display and also created a new user guide article that explains the action required to resolve different error codes. You can find this new article here.
• Enhanced NowInfinity Integration: You can now connect multiple Class Business codes to a single account on NowInfinity.

Other Updates

• Macquarie Cash Documents: The latest cash statements for half yearly ended June 2025 have been loaded to all eligible funds, find out more here.
• HUB24 Documents: Latest statements for quarter ended June 2025 for Review report & Valuation by security documents have been loaded to all eligible funds, details here.
• Corporate Actions: Class has added support for 36 new Corporate Actions for September, details are documented here.
• Tax statements: Class has released 155 tax statements so far for FY25. You can track the released statements here.
• LIC Deduction: The LIC Deduction page for FY26 has been updated. Securities with LIC deductions need to be manually recorded against the dividend event in Class, details here.