Simple Fund 360

Improve the way you work
with Simple Fund 360

1,000's of firms have relied upon BGL's proven compliance for over a decade.
Now, it's time to take your SMSF Administration to the next level.

  • Simple Fund 360

    Trusted by 2300+ clients in Australia

  • Simple Fund 360

    Easily access your investement portfolio and its performance

  • Simple Fund 360

    Beautifully designed interface which is simple to use and easy on the eye.

  • Simple Fund 360

    Real-time financial data – accessible anywhere, anytime, on any device.

  • Simple Fund 360

    Automatic bank feeds, so you can see where the numbers are at in minutes.

Must have features that will
change your life

Here are some features that make the Simple Fund 360 experience
seamless and engaging.

Simple Fund 360

Intelligent automation

Zero touch bank and wrap data processing, ASX / UUT data feeds and processing of buys and sells. Updated overnight for your convenience and then automatically match your transactions.

Simple Fund 360

Corporate Actions

Corporate Actions are automatically created and processed with a simple click of a button. Notification tab shows how many corporate actions needs attention, saving you time.

Simple Fund 360

Contributions

Quickly check concessional and non-concessional contributions and how they are tracking against the cap. Be proactive in your decision making process

Simple Fund 360

Pensions

The Pension Dashboard provides real time Pension account information, including:

  • Pension Account Balances
  • Minimum amounts (and amount required to meet minimum payment)
  • Maximum amounts (and amount required to meet maximum payment)
  • Gross Drawdowns for the period
  • Pension Forecasts
This information is accessible from anywhere, anytime and on any device.

Simple Fund 360

Big data

Drive SMSF insights, compliance and planning within seconds for real time decision making.

Simple Fund 360

Efficiency & Accuracy

Spend more time dealing with the exceptions, not dealing with the data entry. Become more efficient and proactive in the way you work. The accountant doesn’t need to waste time chasing clients for data!

Simple Fund 360

Transaction Matching

Transaction matching rules can either be applied to all funds or just one fund. Rules can be applied retrospectively if there are outstanding non-matching transactions.

Designed to simplify
your user experience

Simple Fund 360 is specially designed to remove unnecessary mouse clicks and increase your productivity.

Simple Fund 360 Professional

Customise the package thats right for you, by adding on Bank Data and Share data packs to your Professional subscription

BANK DATA

$ 35.00 per fund, per annum
sold in lots of 5 funds

Buy now

SHARE DATA PACK

$ 35.00 per fund, per annum
sold in lots of 5 funds

Buy now

Volume pricing available for 250+ fund level subscriptions.
Monthly billing available for 50+ fund level subscriptions.

All prices are in Australian dollars and exclude GST. 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.

Industry leading connectivity

Connect with almost 200 data feeds!

Switch to a better
SMSF software solution

Our dedicated Client Enablement Team is here to help you every step of the way from data conversion, data migration, data services implementation, product training and more!

Simple Fund 360

Convert

New to BGL? Our team can convert your data to Simple Fund 360 from a range of SMSF software packages

Simple Fund 360

Migrate

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