Class will now automatically generate a TBAR record for market linked pensions that do not fall under Capped Defined Benefit Income Streams (CDBIS) and commence after 1st July 2017. This removes a manual process, delivering further efficiencies and time savings for Class users.
We have enhanced our existing Tax Summary report for Trust to include more tax labels. You can use this report to finish the Trust tax return. Please note this change only applies to FY2019-20 and onwards.
You can refer to our help page on Tax Reports - Tax Summary Report on how to generate the Tax Summary report for Trust.
You can also see our Knowledge Base article on the full list of tax labels included for the Tax Summary FY2019-20 and onwards.
Patersons Securities was recently acquired Canaccord Genuity Financial Limited. We have rebranded Patersons Securities accordingly to keep in line with their new branding. Users can now use an updated authority form to activate data feeds fro Canaccord Genuity Financial Limited.
We've added 12 new corporate actions this month, see here for full details.
Fixes and Enhancements
- Improvements have been made to the Crestone Wealth Management and Politis Investment Strategies data feeds. Issues where some accounts may have experienced a delay in receiving their transactions have been resolved.
- Data will now pre-fill into the Property Sale Settlement event based on the information captured in the Deposit event, making the transaction processing more intuitive and efficient.