BGL Subscription Fee Increase – Effective 1 July 2025
BGL will increase its Simple Fund 360 and Simple Invest 360 software subscriptions from 1 July 2025.
It has been 2 years since the last Simple Fund 360 subscription increase on 30 June 2023 and 6 years since the Bank Data and Share Data Pack Add-Ons Subscription Increase on 1 July 2019. This is the first Simple Invest 360 fee increase since its launch in 2021.
During this time, our team has worked tirelessly to improve your software and deliver even greater value to your business. With update releases every 3 weeks, we’ve introduced hundreds of new features, enhancements and compliance changes to keep you ahead. Including:
- ATO Lodgment – Family Trust Election (Simple Invest 360 only)
- Bank Feed Comparison Report
- BGL Entity Setup Service
- BGL SmartDocs – Annual Tax Statement Automation
- BGL SmartDocs – Rental Statements
- Consolidated Reporting
- Division 7A Loan Calculator and Manager (Simple Invest 360 only)
- Generative AI – Financial analysis
- Generative AI – Workflow jobs function
- In-person Digital Signing
- Inter-Entity Journals for Trusts and Companies (Simple Invest 360 only)
- Merge Duplicate Contacts
- New Report – Fund Snapshot (Simple Fund 360 only)
- New Screen – Audit Management (Simple Fund 360 only)
- New Screen – Investment Security List
- New Screen – Property Dashboard
- New Screen – Smart Reports
- New Screen – Workflow
- Transaction Recode
- Wind Up Wizard (Simple Fund 360 only)
- Bank account opening with Macquarie (Simple Fund 360 only)
- Cryptocurrency integration with Crypto Tax Calculator
- Depreciation schedule integration with Tax Depreciation Australia
- Intergenerational wealth transfer integration with HeirWealth (Simple Fund 360 only)
- Open banking integration with Skript
- Practice Management integration with APS and MYOB
- Property valuation integration with Acumentis
- Property valuation integration with CBRE
- Property valuation integration with DuoTax
- Property valuation integration with TrueMarket
- SMSF audit insurance integration with AuditCover (Simple Fund 360 only)
- SMSF audit workflow integration with ASF Audits (Simple Fund 360 only)
- SMSF document integration with Lightyear Docs (LYD) (Simple Fund 360 only)
- SMSF loan integration with Oxygen (Simple Fund 360 only)
- SMSF Optimiser retirement savings integration with Canni Money (Simple Fund 360 only)
- SMSF reporting integration with Digital Rapport (Simple Fund 360 only)
Fee Increases
The below Simple Fund 360 and Simple Invest 360 software subscription fee increases are effective from 1 July 2025.
Base Subscriptions
|
Simple Fund 360 Professional Edition |
Simple Invest 360 Professional Edition |
Subscription Add-Ons
|
Bank Data Service |
Share Data Pack |
Our Commitment To You
We remain committed to delivering the best service, products and engagement to you and your business. These fee increases ensure we can continue delivering exceptional value and ongoing enhancements.
We appreciate your support and look forward to helping you succeed with Simple Fund 360 and Simple Invest 360.
For any questions regarding these changes, please contact your BGL Account Manager.
