Simple Invest 360 keeps track of investments, distributes profits, provides a full set of financials, makes tax return preparation and lodgment easy for trusts, companies and individuals.
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An end-to-end Investment Portfolio software solution!
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Simple Invest 360 supports electronic lodgment of the Trust Tax Return (populated from the Simple Invest 360 tax calculation engine) with associated schedules.
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Simple Invest 360 boasts a robust double-entry general ledger solution with a fully integrated investment register and depreciable assets module.
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Simple Invest 360 provides for automated Australian capital gains transactions, depreciation and GST recording, calculation and reporting.
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Simple Invest 360 automates accounting workpapers, allowing users to easily upload documents, track workflow and send entities for review. Simple Invest 360 also improves accuracy of CGT records with notifications of missed corporate actions and the most powerful HIN/SRN registry integration in the industry.
Will Simple Invest 360 work for you?
Book a demo below.