The ownership diagram gained autosave and a proper manual layout mode, so arranging a structure by hand is now a first-class option rather than something the next relayout undoes. Trusts and SMSFs show their roles as nodes on the diagram, relationship editing was reworked, and ASIC extract processing moved to a queue so large extracts no longer hold you up.

Highlights

• Diagram Autosave And Layout Rewrite: Ownership diagrams now save as you work, and the layout system was rewritten so automatic and manual arrangements coexist. Manual placement and flexible routing are both operational, with clearer controls for choosing direction and style.
• Role Nodes For Trusts And SMSFs: Trust and SMSF roles now appear as nodes on the diagram with their own inspector, so a trust structure reads at a glance instead of needing the detail panel.
• Relationship Editing Reworked: The relationship create and edit flows were rebuilt with stronger validation, and a directed relationship can now be repointed to a different target. Errors in the relationship forms were corrected and quick create options were updated across the portal.
• Queued ASIC Extract Processing: ASIC extracts and uploaded PDFs are now processed through a queue with vision-based scanning, and the import handles failures and falls back gracefully rather than giving up. Joint holdings now import correctly.
• Group Deletion Done Safely: Deleting a group now runs as a durable background job that cleans up orphaned ownership diagrams and related records, instead of a long wait with an uncertain result.
• Stronger Data Isolation: Database-level isolation was extended across the application's tables, and the tenancy switching pathway was rebuilt with regression guards against data being read across the wrong workspace boundary.
• Scenario Settings Save And Reload: Scenario settings now save and reload with the scenario, after a significant rework of how scenario state is loaded.
• Filter Groups And Counts: Assigning entities to filter groups was optimised and the counts shown against each group made accurate, including inside scenarios.
• Billing And Pricing: Monthly and yearly group pricing was added, pricing limits simplified, and payment element load failures now surface cleanly rather than leaving a blank panel.
• Trust Rules And Entity Creation: Beneficiaries are now restricted for charitable trusts and public ancillary funds, SMSF trustee form guards were enabled, and entity creation and deletion refresh consistently.