We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
What's New?
Support Calls
The user interface and search functionality for support calls have been upgraded to improve the user experience. Learn More
SMSF Annual Return and Schedules Report
A new report of the SMSF Annual Return and the schedules containing data has been added. Learn More
Workflow
The following improvements have been made to Workflow:
- Templates can be rearranged by users.
- Financial year and completion date have been added to Template Usage export.
- The same template is now selectable from Workflow Jobs view for multiple financial years.
- The Last Task Description and Completion Date are now in separate columns in the Workflow Jobs export
Corporate Actions
The following mergers have been added to Corporate Actions:
- HAU.AX 28th June 2024
- BLD.AX 10th July 2024
- QVE.AX 16th July 2024
- BYE.AX 17th July 2024
- MRM.AX 26th July 2024
- CSF.AX 29th July 2024
- ALU.AX 1st August 2024
- GNX.AX 1st August 2024
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
