Take control of your financial future with Simple Invest 360!
From automated data collection to tax return electronic lodgement, Simple Invest 360 is your end-to-end solution for managing and tracking your wealth portfolio.
Cloud-based technology
View and manage your wealth portfolio anywhere, anytime.
Time-saving automation
Reduce manual data entry and simplify your administration processes.
Continuous flow of data
Track how your wealth portfolio is performing in real-time with up-to-date data.
Everything in one place
Eliminate duplicate data and discrepancies between platforms.
Collaborative features
Share your wealth portfolio with trustees and your accountant or adviser.
No matter what your tax structure or investment type, Simple Invest 360 does it all.
- Track your investment performance and capital gains tax (CGT)
- Distribute profit to beneficiaries
- Prepare a full set of financials, letters and minutes
- Prepare and electronically lodge Company and Trust Tax Returns with the Australian Taxation Office (ATO)
All-in-one easy to use solution!
Everything you need in one place.
Simple Invest 360 is an integrated solution, connecting you to BGL’s CAS 360, Simple Fund 360, major registries, digital signing and document providers. Plus, over 350 data feeds including ASX / unlisted unit trust data, bank data, broker contract note data, and wrap account data.
Check out our full BGL Ecosystem.
Complete your year-end tax tasks in minutes with Simple Invest 360.
Investor Edition Pricing
$200excl. GST
Per entity, per annum for continued access. Plus a one-time $200 (excl. GST) purchase fee. Maximum purchase of 3 entities.
*Purchase fee waived for existing Simple Fund 360 clients.
- BGL Bank Data Service*
- BGL Share Data Pack**
- Company and Trust Tax Returns
- ASX, managed funds and international daily prices
- Corporate action data
- SelfWealth access
- Free on-demand training
- 5 x support calls annually
- Regular automatic software updates
- ISO27001 certified for data protection and security
- Compliance guarantee
- Over 30 years of industry experience
- 30-day money-back guarantee
- No lock-in contracts
“The input of source information has many different options you can use. It is impossible not to save time with Simple Invest 360.”
“Simple Invest 360 is a ‘game-changer’ in terms of time-saving, cost efficiencies and overall administrative cohesion across both of our core divisions.”
“Easy to use cloud base software with smart transactions matching, great for keeping CGT records. "Live" portfolio reports and review function to keep you up to date with your current investments, projected CGT and tax planning.”
“Tax compliance (income tax and CGT) and performance reporting at a relatively cost effective price.”
“Makes it easy to track shares and dividends especially when clients may not supply all of the documentation you can reconstruct history. Quickly do CGT calcs and reports.”
Get in touch!
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