New Features 

• Westwood/Focus Partners: The new Westwood feed is now available, supporting domestic portfolio transactions and income announcements. Please note that this feed will be renamed to Focus Partners in a future release. Details here.
• Interactive Brokers: The new Interactive Brokers feed is now available, supporting domestic and foreign cash and portfolio transactions, along with income announcement. More details here.

Enhancements

• Performance Improvements: As part of our ongoing focus on optimising performance, we’ve delivered a series of targeted enhancements across the application, resulting in faster navigation and interaction within Class. Report generation has also been optimised, with improvements to both load times and file download speeds of reports.
• Bulk Tagging DMS : The Document Management System (DMS) has been enhanced to support bulk tagging for both new and existing documents reducing manual effort.  You can add or remove tags in bulk once relevant documents have been selected. Find more details here.
• Leave fund date logic for members: Members with a leave fund date will no longer appear in Business Events dated after that leave date. Events dated before the leave fund date remain processable. This prevents errors from incorrect processing after the leave fund date has passed for that member.
• ANZ V2 Bank: A new product for ANZ V2 Bank accounts has been created in Class. This product will automatically pre‑populate when an ANZ V2 Bank account BSB is entered. Existing ANZ V2 data feeds that currently use the ANZ product will continue to operate as normal and are not impacted by this change. Find more information about the feed and the new activation process here.

Fixes

• Merge Fields​: Resolved an issue where certain member, contribution, and pension‑related merge fields were not populating for members who joined after 1 July of the current financial year. No updates are required to existing templates. Refer to the article for the full list of member‑related merge fields.
• New Validation in Description field: Business Events now contain a validation to ensure that the description doesn’t exceed 150 characters, preventing ‘Bad Request’ errors and improving data accuracy.
• HUB24 foreign accounts: Updated the handling of foreign cash transactions. Foreign bank accounts will no longer load into the AUD cash account. A separate foreign bank account must now be created and linked to the HUB24 feed. More details can be found here.
• BT Panorama: AMIT signage has been corrected in automated tax statements. We recommend reviewing tax statements dated between 20/09/2025 and 13/02/2026 to ensure the signage reflects correctly.
• Netwealth: Applied a fix to prevent cash transactions moving between the primary account and MA accounts from loading. These cash transactions did not represent genuine transactions on an account level.
• WealthO2: Resolved an issue that prevented feed files from loading for certain advisers. If your feed was affected, please ask the adviser to contact datafeeds@dash.zendesk.com to request history.
• CommSec: Fixed an issue that caused some feed balances to show double the holding balance causing the feed to appear out of balance. The correct balance now loads into Class.

Other Updates

• Macquarie Cash Documents: The latest cash statements for half yearly ended Dec 2025 have been loaded to all eligible funds, find out more here.
• Macquarie Wrap Documents: The FY2025 tax statements have been loaded to all eligible funds, find out more here.
• Asgard Migration to BT Panorama: BT are closing all Asgard accounts and moving all non-cash holdings in-specie to BT Panorama platform between 21 March to 30 March 2026, find out more here.
• ASAE 3402 Report:  The report for Tax Statement issued on 10 March 2026 is now available. Please reach out to support@class.com.au  for assistance with this report, more details here.
• Corporate Actions: 51 new Corporate Actions for February and March 2026, details are documented here & here. 
• LIC Deduction: The LIC Deduction page for FY26 has been updated for DJW and MIR investments. LIC deductions for these securities need to be manually recorded against the dividend event in Class. Find out more here.