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Simple Fund 360 and Simple Invest 360 Product Update – September 2022

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

We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update! You can learn what’s new at our New Features Webinar on Tuesday, 27 September 2022 at 11:00 AEST. Register Now!

Check out the full release notes and join the conversation on the BGL Community.

What's New?

Ensure your client/contact data is always in sync with the BGL + XPM integration!

We have released Version 2 of the integration between the BGL Suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) and Xero Practice Manager (XPM). This new and improved two-way integration allows firms to efficiently manage client and contact data across the four applications in a single database! With features such as:

  • Real-time client and contact synchronisation
  • Prompts to review a client/contact before synchronising
  • Notification of duplicate client/contacts
  • Ability to add clients/contacts in bulk 
  • Ability to view client/contact relationships and change history
  • A dedicated screen to view and filter the integrated client list

Plus, when client/contact details are changed in any app, CAS 360 will prompt clients to prepare all the relevant compliance documents and forms for lodgment with ASIC. 

Corporate Actions: The following mergers have been added to Corporate Actions:

  • VMY.AX
  • UWL.AX

The Alphabet (GOOG.NDQ/GOOGL.NDQ) 1-20 Share Split is also now supported.

Entity Dashboard: Labels have been added to the Entity Dashboard. These are displayed next to the Financial Year. 

Contacts: A Find Matches function has been added to the Contacts screen, allowing clients to view any contacts with matching names for simplified management (Learn More).

Exclusive to Simple Fund 360

BGL's SMSF administration software solution

Fund Dashboard: A new Members panel has been added to the Fund Dashboard to provide a snapshot of all members in an SMSF including a breakdown of member balances and pension cap limits (Learn More).

New Documents: 2 new SMSF documents are now available via PAYG or a subscription with our document partner, Smarter SMSF. Click here to learn more about the documents available via Smarter SMSF. 

SuperStream Dashboard: A new Superstream Contribution Report is now available on the Superstream Contribution tab in Simple Fund 360 to provide easier access to contribution data. 

Plus, the Superstream Contribution tab will display the last update date and a sum total for all members.

Exclusive to Simple Invest 360

BGL's investment portfolio management software solution

Reports: Clients now have the ability to add any liability account to the Notes to the Financial Statements. This is controlled by the badge setting (Learn More).

Want to learn more about BGL’s end-to-end investment portfolio solution, Simple Invest 360? Attend our live Discovery Webinar with Simple Invest 360 Product Manager, Andrew Paszko on Tuesday, 13 September at 11:00 AEST. Register Now!

Plus, many more new features and improvements. Don’t forget to check out the full release notes and join the conversation on the BGL Community. Previous months’ release notes can be found below:

Check out our Resources Hub!
We provide Simple Fund 360 and Simple Invest 360 users with a myriad of resources and services which can be found in the Resources Hub. The Resources Hub provides practical stuff to help you in your Simple Fund 360 and Simple Invest 360 journey. Visit Resources Hub >>>

September 8, 2022
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BGL adds Trust Tax Return electronic lodgment to Simple Invest 360

By BGL Update, Simple Invest 360No Comments

BGL Corporate Solutions is proud to announce the release of the Trust Tax Return electronic lodgment in its investment portfolio software solution, Simple Invest 360.

“It’s nice when you are first to market with highly requested features” said Ron Lesh, BGL’s Managing Director. “While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the Trust Return, and I am incredibly proud of them.”

“The Trust Tax Return functionality was released in two parts with the paper trust tax return and associated schedules released in February 2022” added Lesh. “This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360 today”.

Launched in June 2021, Simple Invest 360 is an end-to-end investment portfolio management solution for accountants and financial professionals. It automates the tedious tasks of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies or individuals. Simple Invest 360 integrates with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry leading paper to data solution.

“Many believe that Simple Invest 360 only keeps track of the investment” noted Lesh. “They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy. It’s the whole package and eliminates the need for cross platform management and reduces the risk of data discrepancies.”

Learn More
June 1, 2022
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