Nov 18 - WIP

Work in Progress

• Enhancements to the workflow tool - this will be used for the unlicensed letters and also used for implementation of jobs where multiple form entries are required (e.g. New SMSF with corporate trustee, or death of a member);
• Update to CPD certificate process - bringing our CPD certificate generation back into our document platform. There will be no change to the current process and access to the CPD register for completed training;
• Upgrade to ABN registration process - with the revised API from Australian Business Registry (ABR). This will allow you to automatically populate the ABN/TFN application for a fund establishment, company and unit trust;
• Various enhancements to the ordering process - with both the BGL & Class APIs, including:
• Company incorporation (incl. special purpose) where ASIC notification completed from within CAS360;
• One-click setup within Simple Fund 360 from a new SMSF order (once API updated by BGL);
• Push updated DBN order information into Class;