December 2022 Updates

Document Updates

09/12/2022 Leading Member & Family Protection trusts (including upgrades) - Removed 'Primary Beneficiaries' from Schedule 1.

API Updates

12/12/2022 New Xero Practice Manager document integrations - The following categories will now be included in our offering for XPM data integration; 

• Trust Establishments
• Strategist Only
• Company Variations, Upgrade & Admin
• Company Establishments