What's New October 2020

New Releases

Documentation Suite

  • We have streamlined our Hard Copy printing and have added an additional Slimline print option, making it possible for faster delivery timeframes, reduced prices and better customer experience. When ordering documents in Documentation Suite you now have the option to choose to send/receive: 
      • PDF copies of the document only.
      • PDF copy + Slimline (two copies of printed documents included in a slimmer presentation folder, made for easier filing).
      • PDF copy + Hardcopy (three copies of printed documents included in a high-quality binder).
    • Click here for more information on how to order a hard copy and pricing.
  • The following important changes were made to SMSF Deed of Establishment and SMSF Establishment with Special Purpose Corporate Trustee documents:
    • SMSF Ancillaries pages have been removed.
    • SMSF Resolution document is generated as a separate document.
    • SMSF Member consent document is generated as a separate document for each trustee/member and includes
      • Declaration and Consent by Trustee of the Fund or Declaration and Consent to Act as Director of a Trustee Company.
      • Application for Membership of Fund.
  • When establishing an SMSF you can now select a Gender when adding a Member of the fund.

Corporate Messenger

  • An Edit Casing button has been added to Officers Information allowing you to edit an officer's name with an incorrect casing.


Corporate Messenger

  • Fixed an issue where some customers had 484 forms lodgements rejected due to some missing information.
  • Fixed an issue where some customers had duplicate Annual Statements appearing on their list of statements.
  • Fixed an issue where an incorrect late fee amount was quoted in emails for some customers.
  • Fixed an issue where merge fields to include prepaid amounts in Annual Statement Letter and email where populating an incorrect amount.
  • Fixed an issue where the list of Attendees available for selection on meeting minutes was incorrect.
  • Fixed an error where share certificate was missing the words "Executed By" for individual shareholders.
  • Fixed an issue on Extended 484 form where updates made while completing form where not properly captured and displayed correctly on Estimate page.
  • Fixed an issue for some customers where the wrong document was being produced when generating Form 484 (Cessation of Officeholder).
  • Fixed an issue where "Non-Profit" merge field couldn't be added to a cover letter templates.
  • Fixed an issue where Shareholders were missing from the list of Shareholders in the Transferee tab for Transfer of Shares form.
  • Fixed an issue where some customers where experiencing lodgement issues where ASIC forms were not being submitted for automatic lodgement after the document was signed electronically.
  • Fixed an error where users were experiencing issues saving Beneficial Owner details.
  • Fixed an error where users were unable to select Additional Director on Transfer of Shares form.

Documentation Suite

  • We have fixed an issue where some customers were seeing a duplicate signee when using Electronic Signing for Company Registrations.
  • Fixed an error where some customers were having issues completing Business Name Registration.
  • Fixed an issue where Electronic Signing was available as an option of SMSF Establishment with Corporate Trustee document. The option to electronically sign Trust Deeds is only available temporarily for QLD deeds to counter COVID-19 restrictions.

Trust Register (Beta)

  • Fixed an issue with a rounding error present in Issue of Units documents and Unit Trust Structure.
  • Fixed an issue where all directors listed as authorised persons were not being included when generating an Issue of Units document.
  • Fixed an issue where the applicant on Issue of Units documents was not being captured correctly.


  • Fixed a bug where the link/button to reset password was missing in the password reset email sent to a user.
  • Fixed an issue where some customers were experiencing an error when connecting their XPM integration.
  • Fixed an issue where an Unknown error message would appear when using Online Word Editor.
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