We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
What's New?
AuditCover Integration
The integration with tax audit insurance provider AuditCover allows Simple Fund 360 clients to offer their SMSF clients an option for cover against unexpected accounting fees when responding to tax audits. With AuditCover, your clients hold their own policy so that admin is minimal and renewals are automated. Learn More
This feature is exclusively available in Simple Fund 360.
Macquarie Account
The Open New Macquarie Account feature initiates the account opening process at Macquarie with prefilled information, making it more streamlined and efficient. Learn More
Wind Up Wizard
The new Wind Up Wizard provides a step-by-step process for winding up a fund and managing SuperStream payments. Learn More
This feature is exclusively available in Simple Fund 360.
Trust Income Schedule
A new CSV import feature enables the bulk import of schedules without modifying transactions. Learn More
Investment Income Generation
The new Investment Income Generation feature assists in capturing income for all entity types where a bank feed is not available. Learn More
Feed Management
A new Registry HIN/SRN Report feature provides an export of HIN/SRN and postcode information for investments across all entities. Learn More
BGL SmartDocs – Unmatched Transactions
BGL SmartDocs now extracts data from ASIC invoices and council rates. When an ASIC or Council Rates transaction has a relevant document attached, BGL SmartDocs will now automatically locate the document and display it in the Smart Matching screen. Learn More
BGL SmartDocs – Coded Transactions
As BGL SmartDocs now extracts data from ASIC Invoices and Council Rates notices, when a document is uploaded after a transaction has been coded, BGL SmartDocs automatically attaches the document to the transaction. These files will also seamlessly flow into the Accounting Workpapers. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
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SIH: 14/08/2024
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PGL: 02/08/2024
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ALU: 02/08/2024
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AWC: 02/08/2024
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
