• Requesting Identification - Added the ability to upload your ID documents into BGLiD.
  • SmartDocs will read the ID document and automatically populate the ID fields:

• Freeform Documents - Added the ability to filter by Labels when preparing Freeform Documents.
• Document Templates - Added a merge field for ‘Meeting Time’ for various Minute documents, including:
  • Directors Minute or Resolution
  • Trustee Minute or Resolution
  • Unitholder Minute or Resolution
• Document Templates – Added the following Trust Deed merge fields for trust related documents:
  • Trust Deed Date
  • Trust Deed Issued Date
  • Trust Deed Updated Date

• Annual Reviews – Customise which columns you see on the Annual Review screen with brand new Column Filters.
• Trust Distributions – When entering distributions for dicretionary trusts, 'Net Capital Gain' can now be selected as a distribution type for Australian Companies.

• Director Interests - Added the ability to import Directorships/Shareholdings from your CAS 360 database into the current Companies Directors' Interest Register
• Compliance - Added the ability to upload supporting documents to AML/CDD when CDD is not required.
• Annual Returns - Added the ability to remove the officer's birth details from the New Zealand Annual Return
• Annual Returns - On the Annual Returns screen, you can now select the Partner, Manager, and Signing Contact filters to sort them alphabetically.

• Contact Details Change - The Directors' and Members Minutes / Resolution now includes sections on a contact address change.
• Annual Returns - On the Annual Returns screen, you can now select the Partner, Manager, and Signing Contact filters to sort them alphabetically.
• Constitution for a private company - Added support for a UEN merge field for constitution documents.
• AGM Documents - Added support for a Financial Year-end date merge field

• Annual Returns - We've added new optional Column Headings - Partner, Manager, and Signing Contact, on the Annual Returns screen. These columns can be sorted, making it easier for you to filter and focus on the information that matters most.  
• Address Improvement - Based on your feedback, you no longer need to enter a District for an address to be saved.

Improvements made to the Confirmation Statement Screen 

• • A new optional Column Heading has been created, Confirmation Statement Status. This keeps you from accidentally preparing multiple pre-prepared Confirmation Statements and keeps you on track. 
  • We've also added new optional Column Headings - Partner, Manager, and Signing Contact, on the Confirmation Statement screen. These columns can be sorted, making it easier for you to filter and focus on the information that matters most.  

A new validation for lodgement 

• • A new validation has been added to ensure the character count on Addresses complies with Companies House requirements.