Release Notes

Product updates and improvements

Update Dev 109B

05 February 2026

This release significantly expands core functionality by introducing robust financial distribution and loan management systems. It also upgrades scenario planning with multi-step capabilities, allowing users to model complex changes over time. New administrative tools were added for system health monitoring, platform analytics, and detailed user management. These features are complemented by improvements to the ASIC import process and UI/UX enhancements, backed by comprehensive testing.

Highlights

  • Distributions Feature: Introduced a comprehensive system for tracking financial distributions (dividends, trust income, partnership profits/losses, SMSF pensions/lump sums) between entities. Includes new API routes for CRUD and bulk operations, dedicated UI pages, and integration into diagram views.
  • Loan Management: Enhanced loan tracking with support for securities and guarantors. New API routes and UI components allow users to define loan relationships, specify assets used as security, and add guarantors. Secured assets are now visible on entity detail pages.
  • Multi-Step Scenarios: Advanced scenario planning with chained scenarios and multiple steps. Added API routes for managing scenario chains, creating next steps, and committing mutations (entities, relationships, distributions). The UI now includes breadcrumb navigation for steps and a dialog for creating subsequent steps.
  • Admin Dashboard & User Management: Added admin pages for system health monitoring, platform analytics, and user management. Admins can view user details, reset MFA, and resend signup emails.
  • Improved ASIC Import Review: ASIC import now extracts and allows review of company shareholders, with an option to include historical officeholders (directors/secretaries).
  • Enhanced UI/UX: Standardized EmptyState usage, refreshed entity icons, and improved skeleton loaders.
  • Refactored Share Class Management: Extracted share class logic into a dedicated service. UI now supports renaming share classes within the edit dialog.
  • Testing Infrastructure: Added new test utilities for test locks and UI interactions, plus extensive integration and unit tests for newly introduced features.