Contribution Caps

• This month we’ve introduced a new table in the Contribution Caps screen which provides a detailed breakdown of up to five years of unused Concessional Contributions for each member
• The table displays the unused amount by year and includes the expiry date for each amount. As this first amount will expire by 30 June 2024 this table will assist with contribution planning for members from the current year. More information can be found here
• We’ve also updated the look and feel of the Total Super Balance table and will be making further improvements to the Contribution Cap screen in future releases

Bug Fixes & Other Updates

• We’ve added support for an additional 11 Corporate Actions for December. You can find details here
• We have addressed an issue in the depreciation worksheet that prevented changing asset type within the 'create new' function
• An issue that prevented lodging annual SMSF returns from 2016 and prior with the ATO has been resolved
• A watermark issue with member statement reports has been rectified
• The / shortcut will allow you to quickly open the search bar in the top navigation pane, you can find more details about other shortcuts here