Introduced the Loaded Files API, the programmatic equivalent of the Class Excel Transaction Loader. This API allows partners to automate the ingestion of transaction data into Class. It includes capabilities to retrieve a list of previous submissions, check the processing status of specific files, and delete submissions. All operations are supported at both the business and fund scopes.
The analysis report compares each asset's existing cost base against its market value to help trustees decide on the Division 296 cost base adjustment. It is always produced as at 30 June 2026, so it takes no date or financial year parameter. The minute records the trustee's decision as either a minute or a resolution.
The Tax Lodgment Status API now supports Trust entities in addition to SMSFs. At business level, pass Trust as the entityType to return trusts; entityType is now documented as an enum of SMSF and Trust. At entity level, trusts are returned by the existing endpoints and identified by legalType. The page and pageSize query parameters are now documented on the business level endpoints, with a maximum page size of 500. Existing SMSF requests are unaffected.
Introduced the Class Feeds API, which allows partners to create and retrieve data feeds (fund holding references) connecting an investment or bank account in a Class fund to an automated data feed. A single create endpoint covers all three feed types, using an explicit feed type to select the matching cash, broker or platform configuration. The companion product list endpoint returns the products available for a feed type, along with the authorisation, managed account and linked holdings capabilities needed to assemble a valid create request, and resolves a BSB to its financial institution for cash feeds. Feeds using account holder authorisation can have their signed authority form uploaded through the API. Feeds cannot be updated or deleted in this release.
Introduced the NowInfinity SMSF Establishment Combo API, which allows partners to create and retrieve an SMSF establishment document with a special purpose corporate trustee company in a single request. A combo captures the fund, the company to be established (including an optional reserved name), its registered and principal business addresses, public officers, shareholders and members. Each member of the fund must also be a director of the trustee company.
Introduced the NowInfinity SMSF Binding Death Benefit Nomination API, which allows partners to create and retrieve a binding death benefit nomination (BDBN) document for a self-managed super fund. A nomination captures the fund trustee (individual or corporate), members and the allocation details, including primary and secondary beneficiaries with their relationship and percentage split.
Introduced the NowInfinity SMSF Investment Strategy API, which allows partners to create and retrieve an investment strategy document for a self-managed super fund. A strategy captures the fund trustee (individual or corporate), members, investment objectives and target asset-allocation ranges.
Significant performance improvements have been applied to accounting reports endpoints including the operating statement, general ledger account movement descriptions, and financial position statement. Response times have been reduced from approximately 6 seconds to around 1 second, improving the experience for partners processing large volumes of reports.
Resolved a performance issue that caused the Business Contacts API to time out after 100 seconds for businesses with a large number of contacts. The endpoint now returns results reliably within expected response times.
Introduced the Portfolio Balance Service, which provides real-time and historical holding balances and market values of entities to offer a single view of wealth. This service enables partners to retrieve consolidated portfolio data across holdings for reporting and reconciliation purposes.