Intelligent, cloud-based SMSF software to streamline SMSF compliance management and administration.
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Trustee Edition
Intelligent, cloud-based SMSF software to streamline SMSF compliance management and administration.
Watch demoContact us
Gain more from your SMSF software
An award winning, robust double-entry general ledger, investment register and report generator specifically designed to meet the compliance needs of Self-Managed Super Funds
Artificial Intelligence
Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology.
Growing Ecosystem
Connect with 350+ Ecosystem partners and data feeds including banks, brokers, registries, actuaries, audit solutions, document providers and more!
Investment Tracking
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day via the Engage App.
Selfwealth
The Simple Fund 360 Trustee Edition package includes free access to SelfWealth; an online community for DIY investors. Learn More >>>
Compliance Guarantee
BGL’s 25+ years of experience developing industry leading SMSF administration software ensures you always comply with the ever changing SMSF laws.
SMSF Tax Return
Seamlessly prepare and electronically lodge SMSF Tax Returns with the Australian Taxation Office (ATO).
Engage by BGL
Engage by BGL is a next-generation mobile app that will help you improve compliance and stay on top of your investment strategy on the go!
Features available:
- Member Allocation Overview
- Investment and Pensions Dashboards
- Tracking of Contributions Limits
A Proactive Approach to Compliance
Simple Fund 360 works while you sleep, automatically processing your transactions overnight saving you time and money. With real-time access to accurate information, Simple Fund 360 makes it easy for you to monitor your balances, contribution caps, pension limits, performance and investment strategies.
Bank Data Service
The most efficient way to get bank data. This Service allows you to fully automate the flow of bank data from all major banks directly into Simple Fund 360.
Share Data Pack
Automatically upload buy and sell transactions from Australian Brokers. Confirm quarterly holding balances with supported registries for unlimited HINs or SRNs.
Join over 8,400 clients managing 300,000+ funds!
Trustee Edition Pricing
$250excl. GST
Per fund, per annum for continued access. Plus a one-time $250 (excl. GST) purchase fee. Maximum purchase of 1 fund.
- Bank Data Service
- Share Data Pack
- SMSF Tax Returns
- SelfWealth
- Free on-demand training
- 5 x support calls annually
- 30-day money-back guarantee
“Simple Fund 360 must really make the accountants nervous, as I think it is fully possible to lodge my return with just an auditor’s report. Saving me a fortune!! So pleased.”
Julie Gilbert
“Love the whole concept of Simple Fund in the cloud. Transactions updated, Software updated and not cluttering my machine, reports generated easily. Really good stuff.”
Mick Sheridan
“Simple Fund 360 reduces unnecessary fees and gives me hands-on control of my Self-Managed Super. The Support Team have always provided a great service.”
Ross Tomkins
Hear from people just like you! Check out our case studies
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Want to know more? Check out our TOP 50 Simple Fund 360 features
We partner with the best to deliver a superior experience.
For a full list of Simple Fund 360 integrated partners, check out our BGL Ecosystem!
Get in touch!
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