07/2022 - AU Content Release Notes

We are please to announce the following updates:


SMSF 2022.07

  • Template naming convention has been updated from SMSF 5.4 to SMSF 2022.07
  • New Investment Strategies section added:
    • Folder IS contains the new Investment Strategy workpaper, as well as placeholders to upload the Investment Strategy document, and other related reports
    • This section is designed to review the Investment Strategy document and how it aligns with the actual Investments of the fund
  • Age in work test for contributions changed

  • Audit reports updated to reflect different report types, with different templates for each of the main variations
  • Livedocs versions of the reports and letters have been removed.
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