Lead Schedules just got smarter

The quantity of units or shares held can now be directly imported via 'Connect for Class Super' or 'BGL CSV import', and is included on Lead Schedules and Lead Schedule Summaries for investments.

In addition, the market price is automatically calculated based on the investment value and number of units or shared held. You can easily edit the quantity in Lead Schedules or Lead Schedule Summaries by going into "Edit Mode".

Optional "Initial" and "Adjustment" columns on your Lead Schedules

The "Initial" and "Adjustment" columns may or may not be required for your SMSF audit file, so we've made them optional on each Lead Schedule and Lead Schedule Summary in the SMSF 3.0 template. This means you can now select whether or not you'd like to view them on a schedule by schedule basis.

 

To learn how to use these features now visit our help centre.

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