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Simple Fund 360 and Simple Invest 360 Product Update – 20 March 2025

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Document Re-sync

In Simple Fund 360 and Simple Invest 360, documents are automatically attached when you allocate or update transactions using previously uploaded files. To reprocess all documents, go to the Documents screen and click Re-sync to link any matching transactions instantly. Learn More

BGL SmartDocs
ATO BAS Statements will now be automatically identified and previewed in Smart Matching whenever relevant transactions are detected. Learn More

Property Dashboard
Manage all properties at the entity or firm level with the new Property Dashboard. View expenses, income, valuations, net rent and related documents in one place. Additionally, store lease details and order property valuations seamlessly. Learn More

New Report
Asset Allocation by Investment Account report displays investments in a pie chart based on the control account. Learn More

Corporate Actions
5 new mergers have been added to Corporate Actions:

  • MKG: 6 February 2025
  • ABA: 19 February 2025
  • POS: 19 February 2025
  • MWY: 18 February 2025
  • EBG: 16 February 2025

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
GM – Product
E: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

March 26, 2025
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Simple Fund 360 and Simple Invest 360 Product Update – 20 February 2025

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Open Banking
BGL’s open banking integration with Skript is now available to all Simple Fund 360 and Simple Invest 360 clients. It provides BGL with a direct bank data feed from over 110 banks (all banks in Australia), including closed accounts, term deposits, loan accounts and transaction data from 2018. Learn More 

BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, now processes ATO Business Activity Statements (BAS), extracting key details such as GST/PAYG amounts owed or refunded. If transactions are coded at the time of upload, BGL SmartDocs will automatically attach the BAS file to the corresponding transactions for seamless record-keeping. Learn More 

New Data Feed
The new Wrap and Platform data feed with CFS Edge provides daily bank, investment movement and income transactions. Learn More

Journal Reversing Entries
Transaction Journals can now be set as Reversing Journals to be reversed at a future date. Learn More

Corporate Actions
2 new mergers have been added to Corporate Actions:

  • SXG: 27 January 2025
  • LRS: 4 February 2025

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
GM – Product
E: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

February 21, 2025
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CAS 360 Product Update – 4 February 2025

By BGL Update, CAS 360No Comments

All Jurisdictions

Trust Listing Report
A new Report Settings tab has been introduced to manage the increasing number of columns in the Trust Listing Report. This feature allows users to control which columns are visible. Learn More

Trusts
The Other Details tab in Trust Details now has a Client Reference Number field. This field will also appear in the Trust Report and Trust Selection screen. Learn More

New Zealand

Shareholders Register
The following enhancements have been made to the Shareholders Register:

  • The Register of Shareholders report will now be prepared in date order instead of alphabetical order.

  • A new toggle option allows the Register to be prepared with or without Beneficial Owners.

Singapore

New Contact Address
Following the passing of the ACRA (Registry and Regulatory Enhancements) Bill on 2 July 2024, CAS 360 now supports the ACRA Contact Address. This update helps better protect residential addresses filed with the Registrar. Learn More

Hong Kong

Multiple Company Contact Details Change
CAS 360 now supports multiple company contact details changes for Hong Kong companies. Learn More

United Kingdom

Comparison Report
The Companies House Comparison Report is now available in CAS 360. This report empowers users to quickly compare their company data in CAS 360 with the live data from Companies House at the click of a button. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, BGLiD and UK
E: Wrenden@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

February 6, 2025
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Simple Fund 360 and Simple Invest 360 Product Update – 23 January 2025

By BGL Update, BGLiD, Simple Fund 360, Simple Invest 360No Comments

What's New?

BGLiD Identity Verification
Simple Fund 360 and Simple Invest 360 clients who sync their contacts with CAS 360 will now see the BGLiD verification status displayed in the Contact screen. Click here for instructions on how to synchronise your contact database.

Consolidated Reporting
The Consolidated Reporting screen can now combine investment, tax and financial data across multiple entities into one Consolidated Investment Report with a customisable layout. Learn More

Entity Dashboard
An entity’s ABN is now automatically validated using the ABR Lookup to ensure the ABN is active and that the GST status matches the entity’s details. Learn More

Corporate Actions
2 new mergers have been added to Corporate Actions:

  • CAJ: 22 December 2024
  • AME: 9 December 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: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

January 24, 2025
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Simple Fund 360 and Simple Invest 360 Product Update – 14 November 2024

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Global Audit Management
A new Global Audit View is now available to track audits at a firm level and display analytics on their progress. Learn More

Open Banking (Closed Beta)
BGL’s open banking integration with Skript provides Simple Fund 360 and Simple Invest 360 with direct data feeds from over 110 banks (all banks in Australia), closed accounts, term deposits and loan accounts. To request beta access, email SF360beta@bglcorp.com.au.

Transaction Recode (Open Beta)
The new Transaction Recode screen is now available to all users with access to the Transaction Recode user role. It supports the re-coding of all Investment transactions as well as select income, expense, asset and liability transactions. Learn More

Custom Form Status
A custom status can now be added to SMSF Annual Returns, BAS and IAS forms. Learn More

Entity Relationships
A new Copy All Emails function in the Entity Relationships screen provides quick copying of all contact email addresses to a clipboard or an email. Learn More

Documents
A Digital Signing Audit Report is now available for download in the Documents screen. The signing providers (FuseSign, DocuSign and Adobe Sign) issue these reports to certify digital signatures with signer details like identity, IP address and more. Learn More

Mobile View
A new mobile-friendly view is available for core functions, including logging in, setting and resetting multi-factor authentication (MFA) and passwords.

Smart Reports
The Smart Reports period dropdown now has new “Year to Date” and “Since Inception” options. Learn More

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: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

November 14, 2024
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BGL recognised as one of Australia’s most innovative companies

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

BGL is proud to announce that it has once again been recognised by the AFR BOSS Most Innovative Companies program as one of Australia’s most innovative companies.

BGL achieved an impressive rank of #13 in the Technology category and #83 overall on the AFR’s 2024 Most Innovative Companies list. This marks the 4th time in 6 years BGL has been included on the AFR list. 

“This is a sensational achievement by the BGL team,” said BGL’s Founder and Director, Ron Lesh. “I’m incredibly proud of each and every team member for their hard work and passion for innovation.”

BGL’s 2024 AFR submission featured the BGL AI Assistant, the world’s first generative AI tool for financial analysis, transforming how BGL clients—accountants, administrators and advisors—interact with financial data, unlocking deep insights into SMSF, company and trust financial statements.

Integrated into BGL’s Simple Fund 360 and Simple Invest 360 software solutions, the BGL AI Assistant analyses balance sheets, operating statements and cash flow statements, delivering intelligent commentary, identifying trends, assessing financial strength, evaluating performance and highlighting any cash flow concerns and red flags. It enables BGL clients to unlock unprecedented insights regardless of their expertise, empowering them to make strategic decisions and optimise financial performance for their clients. 

Additionally, the BGL AI Assistant enhances workflow efficiency by automatically generating suggested tasks from financial documents and allowing users to ask specific questions about the data.

“We’ve only just begun to tap into the potential of generative AI,” added Lesh. “There are even more exciting developments on the horizon and we can’t wait to continue driving innovation for our clients.”

October 24, 2024
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Simple Fund 360 and Simple Invest 360 Product Update – 3 October 2024

By BGL Update, Simple Fund 360No Comments

What's New?

Contract Notes Service
A new Contract Notes transaction export has been introduced to make transaction analysis and reconciliation easier. Learn More

Document Uploader Widget
In the Documents screen, when a folder is selected from the left-hand side list, uploading a document via the new widget will automatically prefill the respective folder name. Learn More

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: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn

October 3, 2024
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