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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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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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BGL Education provides expert-led BGL Product Training

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

BGL is proud to announce the launch of its expert-led training series, BGL Education.

Starting 30 September 2024, BGL Education offers expert training to help clients unlock the full potential of their CAS 360, Simple Fund 360 and/or Simple Invest 360 investment.

“We’re thrilled to launch BGL Education as part of our ongoing commitment to client education and support” says BGL’s Founder and Director, Ron Lesh. “Our goal is to have every BGL client feel confident and equipped to make the most of our products. Our experts will lead a series of short webinar courses to ensure clients can learn directly from BGL professionals and unlock the value of the BGL Suite.”

Daniel Tramontana, Chief Executive Officer at BGL, added, “At BGL, we know that client success is based on knowledge and skills. Education is not simply a training program; it’s an opportunity to provide our clients with the tools they need to navigate confidently in an evolving industry.”

BGL Education will run from 30 September 2024 to 18 October 2024 and deliver specialised training across BGL’s software solutions. It will start with Simple Fund 360 covering topics such as Pensions, Superstream and SMSF Essentials. This will be followed by Simple Invest 360 covering topics such as income streaming and Division 7A loans. Finally, CAS 360 will wrap up with a week of company compliance training featuring webinars on Trust Management, Annual Reviews and more.

For more information and to register for each webinar individually, please visit bglcorp.com/education. 

September 30, 2024
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Simple Fund 360 and Simple Invest 360 Product Update – 12 September 2024

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

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:

  • SIH: 14/08/2024

  • PGL: 02/08/2024

  • ALU: 02/08/2024

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

September 12, 2024
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Simple Fund 360 and Simple Invest 360 Product Update – 22 August 2024

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

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

August 27, 2024
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