New Releases

To assist you with the correct setup of a Discretionary Trust we have enhanced the interview form and added a checkbox for you to confirm that neither the settlor nor the settlor’s children under 18 are beneficiaries of the Trust. The checkbox has been added to the following interview forms:

o Discretionary Trust

o Discretionary Trust (Capital reserved lineal descendant)

o Discretionary Trust (Fully reserved lineal descendant)

Share Certificates across the platform have been updated to create a universal template that is aligned with ASIC and reflects the ‘Beneficial ownership status’, the ‘Total Amount Paid’, & the ‘Total Amount Unpaid’. This includes the certificates in the following ASIC forms:

o Form 484-C1

o Form 484-C2

o Form 484-C3/484E

The SMSF Member Exit documents have been reviewed and updated and additional cautions and information have also been added to aid with the selection of the correct service.

When actioning bundle changes via the Actions section in Corporate Messenger a new disclaimer has been added for e-signing.
The collaboration page will now reflect if documents were electronically signed and the date they were signed.

The Investment Strategy interview form has been fixed to again allow the input of a ranged value in the ‘Range (%)’ field
The Director ID field will be available for an Alternate Director when they are also the Secretary
Marking an annual statement document as signed on the annual statements page will now also mark the document as signed on the company profile under Recent Documents
Removed the “how many members should this fund be setup with” from the CGT Transitional Provision Election form
When adding a trust to the Trust Register, the commencement and vesting dates will be auto-populated for electronically signed deeds.