§ Changelog

What shipped, month by month.

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

September 2026

Simple Fund 360 connection: the fund's holdings, documents and workpapers read from BGL Simple Fund 360 under the audit scope.
Evidence loop: the evidence the year needs worked out from what the fund holds, one morning email to the trustee for what is missing, the reply checked on four facts, and the confirmed document written into SF360 Documents with tags.
Bank transaction questions: unexplained bank entries put to the trustee as a question, with the answer recorded for the practice to review.
Reconcile: Simple Fund 360 investment lines side by side with the parcel ledger.
Fund profile: members, trustees and lodgements read from Simple Fund 360, and member balances used by the watchers where the trustee has not entered them.
Practice workspace: an evidence queue across client funds and a morning digest of what opened, arrived and was filed.
Two-step sign-in: optional second factor with an authenticator app.
In-app guides: screen-by-screen guides for trustees and for practices, built from the live product.
Scheduled evidence checks: a worker that queues each connected fund's check ahead of the morning email window.

Example report page redesigned to match the audit workpaper the product produces.
Site redesign: light theme, single evidence story, and this changelog.

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.