BGL is excited to announce the release Simple Fund 360 version 3.0!
Simple Fund 360 version 3.0 has been specifically designed to support the 2,700 firms with over 140,000 SMSFs using the software today.
“This is a milestone release,” says BGL’s Managing Director, Ron Lesh. “I am very proud of the Simple Fund 360 teams. They have worked tirelessly to build a heap of new features to support huge regulatory change, and add new functionality for our clients. And this is just 3 weeks after the last huge Simple Fund 360 release” Simple Fund 360 version 3 includes:
- A new Transfer Balance Dashboard to track changes in each member’s pension accounts from 1 July 2017;
- Segregated Assets with a new Segregation Dashboard, member pools and asset drag and drop;
- Real Time Contribution Cap Notifications from SuperStream and Bank Data advising administrators when members are nearing their annual Contribution Caps;
- Registry Data from both Computershare (New) and Link Market Services supporting the vast majority of listed securities;
- SBR Lodgement of the 2017 SMSF Annual Return; and
- A new Tax Return Export to Xero Tax
“Many of these features are next generation” noted Lesh. “With our big data views and now automated notifications, Simple Fund 360 now firmly delivers on the “next generation” tag. There is simply nothing else like it in the SMSF admin marketplace today”.
“This release brings a whole lot of work together” said Lesh. “But there is still a lot of work to do from the 2016-17 and 2017-18 budget changes, where we are still waiting on Government and ATO to provide more details.”
“The ability to confirm investment holding balances for ASX Listed Securities to the two largest registries is a real bonus for our clients” added Lesh. “This means our clients no longer need to rely on incomplete data from brokers or go to the registry websites and search individual holding balances”
BGL has also passed 500 clients with its market leading corporate compliance solution, CAS 360. “In just 14 weeks, we have added over 95,000 companies to CAS 360” Lesh said.
BGL will continue to release Simple Fund 360 updates to address regulatory change, to add more share registries and provide a heap of new features in coming months.
