SMSF Software

Australia’s leading cloud SMSF software solution

Simple Fund 360

A simple, highly efficient, automated cloud SMSF admin solution

Simple Fund 360 will revolutionise your SMSF administration by automatically processing transactions daily, making it easy to monitor a funds compliance with contribution and pension limits, ensuring your funds adhere to their investment strategies

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Products:

Simple and powerful features

 

CONTROL

A robust double entry general ledger with global chart of accounts for improved consistency and traceability. Discover your firm’s hidden value by unlocking the power of big data with BGL’s unique Analytical Insights tool

ACCESS

Personalise each user experience with strict access controls. Invite unlimited advisors, auditors, employees (on or off premise) and trustees to log in anywhere, any time on any device

AUTOMATE

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

INTEGRATE

Connect with actuaries, auditors, document providers, the ATO and a number of other software providers with BGL’s API technology

MONITOR

Real time reporting provides access to timely and accurate information on a fund and member balances, contribution caps, pension limits, performance and investment strategy for a proactive approach to compliance

REPORT

Generate and collate unlimited report packs with a click of a button. Add your company logo and letters or customise standard templates for flexible reporting

DELIVER

Deliver documents and reports electronically to your clients. Upload any document and apply tags for fast searching and grouping. Use BGL’s SmartSign technology to digitally sign documents

SAVE

Eliminate IT costs with no installation, upgrades, server maintenance and regular automated backups all included. Securely hosted in Australia with Amazon Web Services for enterprise scalability, reliability and security

SMS

Integration

 

ASX / UUT Data

Daily automated ASX and Unlisted Unit Trust data provides up to date prices for automated investment revaluation

Bank Data Service

Gives you the ability to fully automate the flow of bank data from all major banks directly into Simple Fund 360

Contract Note Service

Provides data for buy and sell transactions including PDFs from all major Australian Brokers

Registry Data Service

Confirm holding balances and income payments with Australia’s main registries

Actuary Certificates

Request an Actuarial Certificate directly from the provider

Audit

Improve the efficiency and collaboration in the auditing of Self Managed Superannuation Funds

Documents and Deeds

Populate your SMSF documents with the fund information you already have in Simple Fund 360

Wraps and Platforms

Daily data feeds from a wide range of financial institutions and platforms.

sf360-data-services

 

Make the switch!

 

Convert

New to BGL?
Our dedicated Data Services Team can convert your data to Simple Fund 360 from a range of SMSF administration packages

Migrate

Our free data migration utility is 100% accurate and migrates all data, documents and services for each fund from Simple Fund Desktop to Simple Fund 360

Live online demonstrations

Join BGL’s GM Daniel Tramontana for a 1-hour live and interactive online demonstration of Simple Fund 360.
Experience for yourself why Simple Fund 360 is revolutionising the world of SMSF administration, automation and compliance!

Tue, Jun 14

12:00 – 13:00 AEST

Tue, Jun 28

14:00 – 15:00 AEST

Tue, Jul 12

14:00 – 15:00 AEST

Tue, Jul 26

14:00 – 15:00 AEST

What our clients are saying

“BGL 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 360 will help us do this!”
Trent White, Redman Partners Pty Ltd
“Very happy with Simple Fund 360 – so much better than the old Desktop version. Corporate Actions in particular is a great feature.”

Martin Cash, Mbc Accounting Solutions
“Very happy with Simple Fund 360. Happy to provide feedback/testimonial to future clients and prospective clients in the future.”

Cazz Gould, Argurion Accounting Group

Your investment

 

PROFESSIONAL
$8000per fund, per annum
  • Unlimited users
  • Unlimited support calls
  • Daily ASX/UUT data and international share price data
  • Macquarie CMA data
  • Daily ASX/UUT data and international share price data
  • 12 Month SelfWealth INTELLIGENCE Membership
  • Purchase in lots of 5
BANK DATA
$3500per fund, per annum
  • Unlimited bank accounts
  • Unlimited transactions
  • Purchase in lots of 5
SHARE DATA
$3500per fund, per annum
  • Unlimited contract notes
  • Quarterly registry data
  • Purchase in lots of 5
TRUSTEE
$18000for 1 fund, per annum
  • $180.00 set up fee
    (total price year 1: $360.00)
  • 5 support calls per annum
  • Daily ASX/UUT data and international share price data
  • Bank and Share Data
  • 1 Free Training Course
  • 12 Month SelfWealth INTELLIGENCE Membership

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.

Case Studies

 

Julian Versloot, PPT Accounting

PPT is one of the most experienced and well regarded accounting, audit and financial planning firms in the Ballarat region

Glen Delaney, Australian SMSF Solutions

Australian SMSF Solutions provides advisers with specialist DIY superannuation advisory support and a dedicated superannuation compliance service

Vincent Icasiano, Alyansa

Alyansa looks after the needs of local business, SMSF trustees and provide SMSF support to other accountants and advisers

Education

 

Training

We offer a range of training courses to ensure you gain the greatest benefit from your software investment

Support

Our tertiary-qualified support staff are professionally trained to deliver efficient and reliable client support

Update Seminars

Come and see the latest news about and technology behind BGL and our products

User Groups

Our User Groups are a great opportunity for our clients to meet and discuss industry related topics