Last month BGL launched Simple Invest 360, an intelligent cloud-based software to help accountants streamline CGT compliance administration for Trusts, Companies and Individuals.
One of the primary drivers behind the decision to develop Simple Invest 360 came from BGL clients; those who were looking for a non-super investment solution which provides the same level of automation and artificial intelligence as our cloud SMSF administration software, Simple Fund 360.
Simple Invest 360 provides a comprehensive portfolio solution with smart CGT to handle all different investment asset types in one unified solution. Be it listed or unlisted securities, ETFs, property trusts, wrap accounts, crypto currencies or direct property, Simple Invest 360 can handle it all. The software automates all tedious CGT record-keeping as well as providing simple and financial and tax reporting saving time and money no matter what the tax structure – trusts, companies or partnerships or individuals.
All existing BGL clients have been provided the opportunity to trial 5 entities on Simple Invest 360 for free until 31 August 2021.
To access the free trial, Simple Fund 360 clients can simply login to their Simple Fund 360 software and select “Add New Entity” from the Entity Workflow screen (click here to learn more). For all other existing BGL clients, please contact your BGL Account Manager.
Attend our free, live webinar series!
To learn more about Simple Invest 360, follow the links below to register for our free, live webinars.
Can’t make it to the live webinars? Register anyway to get the recordings.
Why did BGL develop
Simple Invest 360?
Presented by BGL’s Founder and Managing Director Ron Lesh and the Head of Simple Fund 360, Matt Crofts.
Monday 26th July at 10:30 AEST
Simple Invest 360 accounting
and tax features
Presented by Simple Invest 360 Product Manager Andrew Paszko alongside Simple Invest 360 Business Analyst, Andrew Perera.
Wednesday 11th August at 11.30 AEST
Simple Invest 360 for
accountants and planners
Presented by Simple Invest 360 Product Manager Andrew Paszko and the Head of Simple Fund 360, Matt Crofts.
Wednesday 25th August at 10.30 AEST