SMSF Core
§ Changelog

What shipped, month by month.

User-facing changes only, in plain terms. One line per change.

August 2026

  • Example report page redesigned to match the audit workpaper the product produces.
  • Site redesign: light theme, single evidence story, and this changelog.
  • Evidence-pack sample page for accounting firms at /pack-sample.

July 2026

  • Franked launched: franking credit and 45-day holding period tracking, the first module.
  • Audit CSV export in BGL SF360 and Class formats.
  • Audit-readiness score on the dashboard.
  • Contribution caps module: per-member concessional and non-concessional tracking with bring-forward assessment.
  • Pension minimums module: statutory minimum drawdown tracking with 30 June shortfall warning.
  • Division 296 cross-fund balance watch: total super balance aggregated across funds against the threshold.
  • Statement forwarding address: each fund can receive forwarded broker and dividend statements for trustee-reviewed pre-fill.
  • Free tools: 45-day holding checker, bring-forward tier checker, minimum pension calculator, payday deadline checker.
  • Rule explainer pages at /rules, each anchored to its statute or ATO source.
  • Public user guide and embeddable calculator widgets.