We are excited to announce a huge update to Simple Fund 360 and Simple Invest 360 including integration with our new digital signing partner, FuseSign! This means we now support 3 digital signing solutions in our product suite.
You can learn what’s new in Simple Fund 360 and Simple Invest 360 from our product teams at our New Features Webinar on Tuesday 10 August at 10:30 AEST.
Register Now >>>
Check out the full release notes in the BGL Community >>>
What's New?
Simple Fund 360 and Simple Invest 360 digital signing with FuseSign now available!
We are thrilled to announce FuseSign has joined the BGL ecosystem as our latest integration partner! Made for accountants by accountants, FuseSign is an affordable, intuitive and easy to use Digital Signature solution. Learn More >>>
Special BGL & FuseSign offer!
Sign up for a FuseSign Business Lite plan (or above) and pay only 1 credit per document pack for all your BGL documents (unlimited signees, unlimited number of users from as little as $0.90 per signee and no lock-in contract). To find out more, visit www.fusesign.com/bgl/ and start your 14-day FREE trial.
Stay tuned! CAS 360 integration with FuseSign will be released in the coming weeks.
Exclusive to Simple Fund 360
Fund Dashboard: Significant improvements have been made to the SMSF Dashboard allowing users to quickly add notes, review client queries, view a snapshot of fund investments and view members balances.
New Report Screen: As the most frequently visited screen in Simple Fund 360, BGL has listened to your feedback and delivered a new and improved report screen! The new screen includes enhanced filters, improved search and visibility plus the ability to tag reports and use tag filters!
SMSF Auditors Panel: BGL launched the SMSF Auditors Panel on 14 July 2021. The BGL SMSF Auditors Panel is a list of BGL client firms and specialist SMSF auditors who either use the BGL API to access Simple Fund 360 data or who log into Simple Fund 360 to complete audits. The BGL Auditors Panel can be found on the BGL website or via the Fund Dashboard and Help menu in Simple Fund 360.
Compliance Change: The Simple Fund 360 Contributions Dashboard and Contributions Breakdown Report now account for the legislative change extending the Non Concessional Contribution Bring Forward age to 65, 66 for Non-Concessional Contributions made from 1st July 2020 (effective 1st July 2021).
Exclusive to Simple Invest 360
New Dashboards: New Dashboards for trust, companies and individuals allow users to quickly add notes, review client queries, view a snapshot of fund investments and review key relationships.
To learn all about Simple Invest 360 and how it can benefit you, we invite you to attend our free, live webinar series!
Can’t make it to the live webinars? Register anyway to get the recordings.
Why did BGL develop
Simple Invest 360?
Presented by BGL’s Founder and Managing Director Ron Lesh and the Head of Simple Fund 360, Matt Crofts.
Monday 26th July at 10:30 AEST
Simple Invest 360 accounting
and tax features
Presented by Simple Invest 360 Product Manager Andrew Paszko alongside Simple Invest 360 Business Analyst, Andrew Perera.
Wednesday 11th August at 11.30 AEST
Simple Invest 360 for
accountants and planners
Presented by Simple Invest 360 Product Manager Andrew Paszko and the Head of Simple Fund 360, Matt Crofts.
Wednesday 25th August at 10.30 AEST
