Using Class Super, Desktop Super or SuperMate SMSF software? Contact our dedicated Client Enablement Team about Data Conversion today!
Why choose Simple Fund 360?
Simple Fund 360 is revolutionising the SMSF administration space with intelligent algorithms that significantly reduce the amount of time required to process an SMSF
Simple Fund 360 works while you sleep, automatically matching bank, broker, corporate action and dividend data overnight using BGL’s SmartPost technology while daily ASX, managed fund and international share prices provide daily portfolio valuations
Funds, Bank Data and Share Data Packs are purchased in lots of 5. Volume pricing available for 250+ fund subscriptions. Monthly billing available for 50+ fund subscriptions.
All prices are in Australian dollars, exclude GST and are subject to change without notice. If you’re not happy with your BGL product, get in touch with us within 30 days and we’ll give you your money back.
Some excited users!
“BGL (Simple Fund) 360 is a fantastic revolution for the SMSF administration space. For our firm, we have changed our SMSF offering to take advantage of these changes and are working hard to use these new features. Our goal is to complete all of our SMSF accounting for this year by the end of November and BGL (Simple Fund) 360 will help us do this!”
Trent White, Partner at Redmans
“The cloud based Simple Fund 360 breaks geographic boundaries to allow us to work on the same page from our different office sites, the SMSF reports are easily and quickly extracted from the system and integrate very well into our SMSF Audit System and Risk Factor Analysis, Microsoft CRM and document management system. The BGL (Simple Fund) 360 allows us to manage our offshore centres more effectively and job allocation more efficiently. Well done, BGL!”
Darlow Parazo, Practising Certified Public Accountant
“My office was an early adopter and whilst there were teething problems I can report that software is now humming. We are completing financials in one third the time it took us last year. Our clients are loving the online reporting and feel more in control seeing their fund being allocated in real time. We are still working on our internal processes but we believe for 2016 we will have the financials completed within 60 minutes. We are very happy we made the switch from (Simple Fund) desktop to (Simple Fund) 360.”
Chris Craggs, Principal at Argurion Finance Group
“With BGL Simple Fund 360, identifying SMSF issues can be done on a timely manner through real-time access of the Fund’s accounting data. Our team can now focus on being proactive in communicating possible SMSF compliance issues (such as meeting pension requirements) at any point in a financial year rather than waiting for financial yearend to finish. BGL Simple Fund 360 allowed our firm to create more value to the client and to deliver more services at a more efficient and timely manner.”
Jayson Felix, SMSF manager and specialist
“Migrating to Simple Fund 360 is the easiest and most logical solution. We have been using Simple Fund 360 for the past 12 months and couldn’t speak more highly of the product. We found efficiencies even in our first year of migrating funds and that’s without having the data feeds setup for a full year”
Simon Abbott , SMSF Specialist at Davidsons Accountants and Business Consultants
“I find Simple Fund 360 is fantastic as it’s way smarter than Desktop ever could be. So glad we made the switch away from Desktop!!”
Julian Versloot , Super Fund Accountant at Prowse Perrin & Twomey
“Our firm went to Simple Fund 360 last year, after we had completed all of our 2014 SMSF’s in Desktop. We have found using Simple Fund 360 has saved us a lot of time and effort in the preparation of our funds, the bank feeds work wonders.”
John Shadlow , Accountant at Clifton Professional Accountants
“We have been using Simple Fund 360 from a beta testing period through to commercial release up to now. Simple Fund 360 has come a long way from when the Beta was released, we instantly experienced small gains in efficiency which surprised us as we expected the time to move over to Simple Fund 360 from desktop was going to be significant investment in both getting the funds across but also in staff training. The second year operating with Simple Fund 360 we have been able to reduce our staff time on each fund by approx 60% once the data feeds were operating and rules set up. Staff Training was the other area that we thought was going to be an issue but we have found that staff needed minimum training as Simple Fund 360 was very intuitive to pick up, one thing I will say is that you and your staff need to approach with a clear and open mind as it works very differently to desktop, in a good way.”
Glenn Delaney , Director at Australian SMSF Solutions Pty Ltd
Expand your SMSF offering
Simple Fund 360’s Analytical Insights takes SMSF software to the next level by allowing you to query your Simple Fund 360 database in real-time. Gain powerful SMSF business insights globally (across all of your funds) from any screen in Simple Fund 360 with just a few keyboard strokes!
With real-time access to accurate information Simple Fund 360 makes it easy to monitor member balances, contribution caps, pension limits, performance and investment strategies across multiple SMSFs for a proactive approach to compliance and advice
Sign up for a free 30 day trial today!
Transform your client relationships
Simple Fund 360 connects all the dots so actuaries, administrators, advisors, auditors and trustees can connect to SMSF data through a single application
Real-time reporting allows you to communicate with your clients on possible SMSF compliance issues at any point in the year – not just at financial year end
Use strict access controls to invite your clients to log in to Simple Fund 360 and view their SMSF data anywhere, anytime on any device
Deliver documents and reports electronically to your clients. Use BGL’s fast, simple and secure SmartSign technology to digitally sign documents
Simplify your user experience
Simple Fund 360 is beautifully designed with an intuitive user interface to remove unnecessary mouse clicks and increase your productivity
SelfWealth is a dynamic, always-on social network of like-minded investors with a proven wealth-growing track record. With access to industry best analytics and reporting you and your SMSF clients can make investment decisions based on fact, not opinion
SelfWealth is fully integrated with Simple Fund 360 and is available at no-cost for the first 12-months. Following the free period SelfWealth is just $25 + GST per fund per annum