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.