We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
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We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
What's New?
Sidebar Menu
A new and optional menu is available for Simple Fund 360 and Simple Invest 360 based on analytics and users’ workflows. You can keep the current sidebar menu if you like or try the new one. Learn More
Consolidated Reporting
User roles have been updated to include a view-only access status and another that allows both view and edit permissions. Learn More
Corporate Actions
The PMV and MYR calculators and instructions have been added. The SUN return of capital has been updated to include special dividends. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
-
LVH: 3 March 2025
-
RHK: 27 February 2025
-
HPI: 4 March 2025
-
LTM: 16 March 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
This integration eliminates manual and duplicate data entry across platforms, saves valuable time, ensures data accuracy and minimises clerical errors.
BGL Subscription Fee Increase – Effective 1 July 2025
BGL will increase its Simple Fund 360 and Simple Invest 360 software subscriptions from 1 July 2025.
It has been 2 years since the last Simple Fund 360 subscription increase on 30 June 2023 and 6 years since the Bank Data and Share Data Pack Add-Ons Subscription Increase on 1 July 2019. This is the first Simple Invest 360 fee increase since its launch in 2021.
During this time, our team has worked tirelessly to improve your software and deliver even greater value to your business. With update releases every 3 weeks, we’ve introduced hundreds of new features, enhancements and compliance changes to keep you ahead. Including:
- ATO Lodgment – Family Trust Election (Simple Invest 360 only)
- Bank Feed Comparison Report
- BGL Entity Setup Service
- BGL SmartDocs – Annual Tax Statement Automation
- BGL SmartDocs – Rental Statements
- Consolidated Reporting
- Division 7A Loan Calculator and Manager (Simple Invest 360 only)
- Generative AI – Financial analysis
- Generative AI – Workflow jobs function
- In-person Digital Signing
- Inter-Entity Journals for Trusts and Companies (Simple Invest 360 only)
- Merge Duplicate Contacts
- New Report – Fund Snapshot (Simple Fund 360 only)
- New Screen – Audit Management (Simple Fund 360 only)
- New Screen – Investment Security List
- New Screen – Property Dashboard
- New Screen – Smart Reports
- New Screen – Workflow
- Transaction Recode
- Wind Up Wizard (Simple Fund 360 only)
- Bank account opening with Macquarie (Simple Fund 360 only)
- Cryptocurrency integration with Crypto Tax Calculator
- Depreciation schedule integration with Tax Depreciation Australia
- Intergenerational wealth transfer integration with HeirWealth (Simple Fund 360 only)
- Open banking integration with Skript
- Practice Management integration with APS and MYOB
- Property valuation integration with Acumentis
- Property valuation integration with CBRE
- Property valuation integration with DuoTax
- Property valuation integration with TrueMarket
- SMSF audit insurance integration with AuditCover (Simple Fund 360 only)
- SMSF audit workflow integration with ASF Audits (Simple Fund 360 only)
- SMSF document integration with Lightyear Docs (LYD) (Simple Fund 360 only)
- SMSF loan integration with Oxygen (Simple Fund 360 only)
- SMSF Optimiser retirement savings integration with Canni Money (Simple Fund 360 only)
- SMSF reporting integration with Digital Rapport (Simple Fund 360 only)
Fee Increases
The below Simple Fund 360 and Simple Invest 360 software subscription fee increases are effective from 1 July 2025.
Base Subscriptions
|
Simple Fund 360 Professional Edition |
Simple Invest 360 Professional Edition |
Subscription Add-Ons
|
Bank Data Service |
Share Data Pack |
Our Commitment To You
We remain committed to delivering the best service, products and engagement to you and your business. These fee increases ensure we can continue delivering exceptional value and ongoing enhancements.
We appreciate your support and look forward to helping you succeed with Simple Fund 360 and Simple Invest 360.
For any questions regarding these changes, please contact your BGL Account Manager.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
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
BGL offers its expert insights on the upcoming Transfer Balance Cap (TBC) increase and its implications for SMSF professionals and trustees.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
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
We’re excited to share the first Simple Fund 360 and Simple Invest 360 update for 2025!
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
BGL Masterclass 2025 offers new and experienced BGL clients the chance to advance their CAS 360, Simple Fund 360 and Simple Invest 360 software expertise.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 update!
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
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