Introduced the Period Updates API, which allows partners to bring a fund's accounts up to date to a chosen date, the API equivalent of running a period update in Class. A period update posts depreciation, completes parcel matching, calculates profit or loss on disposals, revalues investments, posts income tax expense, allocates benefits and updates the fund's registers. Period updates run in the background: creating or rolling back a period update queues the work, and the detail endpoint reports its processing status until it finishes. Only the fund's latest active period update can be rolled back. Super funds (SMSF and SAF) and Personal, Trust, Company and Partnership entities are supported.
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New
Asset Strategy API introduced
Introduced the Asset Strategy API, which allows partners to retrieve and create asset strategies for a fund in Class. An asset strategy sets minimum, maximum and optional target allocation percentages across the supported Class asset classes. Strategies are date effective: creating a strategy with a new effective date adds a strategy rather than replacing the existing one, and only one strategy can exist for each effective date.
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Improvement
Feeds API adds feed updates and status changes
Partners can now change existing feeds through the Class Feeds API. The update endpoint fully replaces a cash, broker or platform feed's configuration, so partners should read the feed first and send every value they want to keep. The feed type cannot be changed, and some values are fixed once set. A separate status endpoint requests a status transition, such as confirming that the business is authorised to receive data for an online feed. Both endpoints can return advisory warnings on a successful response, including when the system adjusts the requested status. Feeds still cannot be deleted.
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New
Loaded Files API introduced
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.
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New
NowInfinity Discretionary Trust Establishment API introduced
Introduced the NowInfinity Discretionary Trust Establishment API, which allows partners to create and retrieve a discretionary trust establishment form. A form captures the trust name, jurisdiction, settlor and settlement sum, the appointors and successor appointors, the trustee (individual or corporate), and the primary and secondary beneficiaries, with an option to exclude foreign persons.
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New
NowInfinity Pension Establishment API introduced
Introduced the NowInfinity Pension Establishment API, which allows partners to create and retrieve the establishment documents for an account-based pension (ABP) or transition to retirement income stream (TRIS) in a self-managed super fund. A form captures the fund, the trustee (individual or corporate), the member commencing the pension, the pension type and commencement condition, an optional reversionary beneficiary, the commencement value and its tax components, and whether to generate trustee minutes or a resolution. The member must be one of the individual trustees or a director of the corporate trustee.
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Improvement
Report Generator API adds Div 296 cost base adjustment reports
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.
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Improvement
Tax Lodgment Status API adds Trust entity support
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.
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New
Class Feeds API introduced
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.
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New
NowInfinity SMSF Establishment Combo API introduced
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.
