Introducing: Direct-Connect Document Feeds

• In an industry first we have expanded our direct-connect data feeds to also include documents directly from the institution.
• These documents will be auto-collected, stored and tagged for year-end workpapers. Starting with HUB24 and where an active data feed exists, Annual Investor Statements, Quarterly Reports and Tax Statements are now available in the document management system.
• These can be found at Fund > Fund Document for the relevant entity, tagged with the appropriate document type and year for easy access.
• For more information, please refer to the knowledge base article here

Tax Time FY24 Update

• Class will have tax time updates for FY24 available in its June release, which is scheduled for Friday 28th June. If you are waiting to lodge wind-up funds, you will be able to do so electronically through Class after this date.
• We will have a Product and Compliance webinar where all the updates for Tax Time FY24 will be covered, including the new Trust Income Schedule, on Thursday 11th July at 2pm. You can register for this webinar here.

Other Updates
We’ve added support for an additional 23 Corporate Actions for May. For more information, you can refer to the knowledge base article here