With powerful automation, built-in accounting workpapers, intelligent document data extraction, transaction matching, and review.
Feature Highlights
Go beyond data entry! Grow your SMSF business with the time-saving features in Simple Fund 360!
AI-Powered Data Extraction
Effortlessly extract smart digital data from your SMSF documents (PDFs and images) with our built-in AI-powered document reader, BGL SmartDocs.
AI-Powered Transaction Matching
Work smarter, faster and more accurately with AI-powered transaction matching and review technology. Match uncoded transactions using rules or AI.
Analytical Insights
Drill down on your firm’s SMSF data to discover new opportunities for add-value client services and identify compliance breaches before they become a problem.
Built-in Accounting Workpapers
Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Store documents, record evidence and track statuses.
Annual Tax Statements
Simplify end-of-the-year processing when entering your annual tax statements by automating the generation of distribution tax components.
TBAR Management
Generate and track TBAR files from a global screen. Prepare TBAR files for multiple members across all funds and lodge via the ATO Portal.
Corporate Actions
Be automatically notified of which ASX Corporate Actions have occurred during the year and process these with just a few mouse clicks.
Client Query Tool
Quickly request and retrieve your clients’ transaction information (including supporting documents) via email, SMS and the Engage by BGL mobile app.
Dashboards
Use our Dashboards to view clear and easy-to-understand information about a fund. Includes an Investment Performance Dashboard – Dietz and Time-Weighted.
Engage by BGL Mobile App
Stand out from competitors by inviting your clients to view an up-to-date snapshot of their SMSF via our mobile app. Available on iOS and Android.
Practice Management Integration
Efficiently manage client and contact data across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and your practice management software) in a single database.
Digital Signing Integration
Seamlessly integrate with Adobe Sign, DocuSign, FuseSign and PleaseSign to get all your SMSF documents signed without printing, scanning or manual tracking.
We partner with the best to deliver a a seamless and connected experience
Success Stories
It is impossible not to save time using Simple Fund 360. Click here to read our client success stories.
"Simple Fund 360 has helped us streamlining processes and also allowed us to achieve an increase in efficiency and client engagement via its unique mobile app Engage by BGL. "
"I’m so happy that we moved to Simple Fund 360. Not only are our lives so much easier, but the team’s productivity is improved, and clients are getting a better service."
"Moving from desktop to Simple Fund 360 was a no brainer as we transition into a fully cloud based practice. The software is fantastic to use and has improved our efficiency two-fold. I can’t recommend Simple Fund 360 highly enough!"
"In the last 12 months I've grown to absolutely love Simple Fund 360 and the improvements that have made my SMSF work so much fun. Extremely happy with the workpapers tool!!"
"With Simple Fund 360, we are able to manage a high volume of funds and still establish a consistent relationship with clients. Best software for SMSFs, efficient and complete."
