Release Notes- August 2026 # 3

Hi everyone,

 

Please find attached the latest release notes documenting our new enhancements and fixes.

 

Key updates are listed below:

 

• Updated Life Expectancy

• Add Chronicles for changes to the Advisory Panel
• Add Chronicles for Restricting/UnRestricting a client in Fact Find
• Customise tab is not working for SMSF SOA template
  
  

• Portfolio Balance Discrepancy - 45726333723

 

 

Attachment: AOS Release Notes Aug R3 2026

 

Kind Regards,

 

Midwinter Support Team