New Releases
Two-Way Class Integration
NowInfinity users can now view and select from all funds linked to multiple Class business codes within interview forms, making fund selection more flexible and comprehensive across entities.
Key Improvements
Smarter Column Labelling
The Fund Search now updates the Class integration based on the entity type:
- SMSF → Business code
- Company → ACN
- Trust → ABN
- Individual → Date of birth
This ensures clearer context when searching across different entity types and allows a two-way integration of Trustee, Member and fund details from Class.
Expanded Fund Visibility for SMSFs
If your account is connected to two or more Class business codes, you will now see all SMSF funds across those codes when using the search function in interview forms.
Real-Time Fund Updates
When a fund is added or deleted in Class, the search results will automatically refresh NowInfinity to reflect the latest fund list, therefore no manual sync required.
Fixes & Enhancements
Update to Pension Commutation Document
To prevent document merge errors, the “Enter Dollar Amount” field in the Pension Details tab of the document now has validation rules. Only numbers (0–9) and decimal points (.) are accepted. Dollar signs and other characters will show a validation error.