What's New in January 2025...

1. Action Buttons

“I want to…” button

This replaces the previous “Add Fund” and “Create Task” buttons in the headline navigation bar. This makes common actions accessible from any page in Hive, including:

– Setup a New SMSF: Direct link to the New SMSF establishment form for advisers to pre-fill on behalf of their clients.

– Transfer an Existing SMSF: Direct link to the Transfer and Existing SMSF application form for advisers to pre-fill on behalf of their clients.

– Share a Document: Enables simple and secure sharing of documents for a particular SMSF. This streamlines the document upload process by automatically creating a task and assigning it to user, who can then upload documents, provide comments and reassign the task to the intended recipient.

– Create a Task: Allows users to create a new task for action.

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