Release Notes- Apr 2026 # 1
Hi everyone,
Please find attached the latest release notes documenting our new enhancements and fixes.
Key updates are listed below:
AdviceOS
Enhancement
-
Rate Changes in Preparation for 1st July 2026
- Enhanced Output for Company & Trust Reporting
- Planbuilder- Introducing Advice Steps
- Advice Steps- Midwinter SOA/ROA Templates Updated
- Task Details Report Enhanced
Issues Resolved
- Contributions Optimiser Logic Updated for YTD Non- Concessional Contribution
Dynamic Fact Find
Enhancement
-
New Page- Settings
- Custom Branding
Attachment: AOS Release Notes Apr R1 2026 Final- General
Kind Regards,
Midwinter Support Team