Simple-Fund

Australia’s leading SMSF administration software solution
FEATURES
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Clients can download the latest version of Simple Fund (2016.1) from the Client Centre

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Simple Fund

A fully integrated general ledger, investment register and report generator specifically designed to meet the compliance needs of SMSFs.

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Powerful yet simple features

COMPLIANCE GUARANTEE

BGL’s 15+ years of experience in producing industry leading SMSF administration software ensures you always comply with the ever changing SMSF laws

ACTUARY CERTIFICATES

Simple Fund allows you to request an Actuarial Certificate directly from the provider.

AUTOMATE

Automatically connect with Australia’s leading banks, brokers, registries, actuaries, property data and the ATO

PROCESSING

Multi fund processing features for increased efficiency and productivity

COMPREHENSIVE REPORTING

Investment, member, financial and working paper reports give you the ability to provide relevant and timely information to your clients, auditors, advisers and other SMSF stakeholders

CALCULATIONS

Feel confident using the same reliable and proven calculations that are used today by over 75% of SMSFs

SUPERSTREAM

BGL has partnered with Australia Post to provide SuperStream services. Registration can be done directly through Simple Fund

SUPPORT

Comprehensive training, documentation and telephone technical support

Add-ons

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Audit Workpapers

Provides a full set of electronic audit working papers including planning documents, procedure workpapers, engagement and trustee representation letters, a bank audit certificate and a compliance checklist.

Portal by BGL

Portal by BGLPortal by BGL is a web platform that provides BGL clients with the ability to give web access to Simple Fund data and documents.

BGL Query

BGL Query gives you the ability to build queries and create reports from your Simple Fund database.

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Data services

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ASX / UUT Data

BGL’s ASX/UUT data service provides automated price, dividend / distribution and asset allocation data. Data can be provided daily, monthly, quarterly or annually.

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Bank Data Service

The BGL’s Bank Data service provides automated daily transaction data from all major Australian banks. BGL’s SmartPost technology automatically posts and matches transactions significantly reducing manual data input.

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Contract Note Service

BGL’s Contract Note Service provides data for buy and sell transactions (including contract note PDFs). BGL’s SmartPost technology ensures buy, sell, CGT and GST transactions are automatically processed with source documents attached to each transaction.

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Registry Data Service

BGL’s Registry Data service provides holding, dividend / distribution data and PDF dividend / distribution statements direct from Computershare.

Sample Reports

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Simple Fund prepares a full set of ledger reports, financial reports investment reports and numerous other documents for superannuation funds. All reports and documents can be viewed, printed or exported to Adobe PDF, MS Word or MS Excel.
REPORTS

Client services

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BGL Client Services (BGL CS) offer a range of competitively priced onsite professional services delivered by experienced BGL support consultants who are up to date with changes in technology and legislation. Our range of services will help you get the most out of your BGL software subscription.
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What our customers are saying

The success stories of our loyal customers

“User friendly application, easy to pick up and the automation of things such as dividend allocation, disposal of assets for listed shares, MMV at year end etc, etc. ”
Sonya Henschke, Second Innings Pty Ltd
“Compliance reports, forms and resolutions are excellent together with recording of cost base of shares and return or capital and tax deferred distributions.”
Jo Pearks, Hamiltons Accountants
“I have actually never worked with an application (Simple Fund) that is so comprehensive and suited to its task. It continually proves itself to me.”
Amanda Norris, Eager and Partners
Your investment

5 FUNDS

$93170initial purchase
  • $635.25 annual renewal
  • Unlimited support calls
  • Unlimited software updates
  • Compliance guaranteed

25 FUNDS

$1,46410initial purchase
  • $924.00 annual renewal
  • Unlimited support calls
  • Unlimited software updates
  • Compliance guaranteed

50 FUNDS

$2,12960initial purchase
  • $1,027.95 annual renewal
  • Unlimited support calls
  • Unlimited software updates
  • Compliance guaranteed

AUDIT EDITION

$1,650per annum
  • Unlimited funds
  • Unlimited support calls
  • Unlimited software updates
  • Compliance guaranteed
MORE PACKAGES

Your subscription includes software, documentation, updates and telephone support for a period of 12 months at a single site. Pricing for multiple sites is available from BGL. The Subscription Renewal Fee is the amount payable in subsequent years to continue your product subscription.

Education

BGL SMSF Software

Training

We have a range of courses designed to suit your level of experience and expertise.

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BGL SMSF Software

Support

Our support staff, are professionally trained to deliver efficient and reliable client support

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BGL SMSF Software

Update seminars

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

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BGL SMSF Software

User groups

A great opportunity for our clients to meet, discuss relevant issues, and network.

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