CAS360 May 2020 Release Notes

Hi All,

Ok I know we’re 2 days late with this one, however here are the release notes for May 2020 (Version 55)

Important Changes

Representatives Requirements

There have been changes to the mandatory information for company representatives when signing documents.

Trust Document templates

As we now support multiple trustees and multiple company trustees we have removed the ‘ACN/ARBN’ field on these documents, and we now show the company number next to the Trustee Name.

New Features - Core

  • Added Trust Relationships Screen
    • You can now add all the relationships to a Trust
      • Trustee
      • Appointor
      • Settlor
      • Accountant
      • Auditor
      • Bank
      • Business Name
      • Investment Advisor
      • Lawyer
      • Liquidator
    • You can now prepare appointment and cease documents for all trust relationship transactions
  • You can now have multiple contacts attached to every relationship type (Yay!)
  • Added the ability to attach the Trust Deed inside Trust Details
  • Added Support for More Australian Trust Types
    • Bare Trust
    • Hybrid Trusts
    • Unit and Discretionary (already supported)
  • Added Support for New Zealand Trust Types
    • Family
    • Estate
    • Trading
    • Charitable
    • Investment
    • Farming
    • Unit
    • Other
  • Added Jurisdictions to Trusts
  • Added new Jurisdiction filters to Trusts screen
  • Improved Trust Screen filters
  • Added support for De-activated Trusts
  • New Signatories service, with new validations for adding joint member representatives inside Document Production
  • Added Alternate Director information to the Officers Register
  • Added new file upload types restrictions

New Features - NZ

  • You can now choose to show or hide the declaration and signature section of the Annual Return
  • You can now choose to show or hide the declaration and signature section of the Company Change Summary

Improvements

  • Currency information added to change summary in Document Production
  • You can now choose to show or hide the declaration and signature section of the Annual Return (NZ)
  • You can now choose to show or hide the declaration and signature section of the Company Change Summary (NZ)
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