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Simple Fund 360 and Simple Invest 360 Product Update – July 2022

We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update!

You can learn what’s new at our New Features Webinar on Tuesday, 23 August 2022, at 11:00 AEST. Register Now >>>

Check out the full release notes and join the conversation on the BGL Community >>>

What's New?

Data Feed: A new broker data feed has been added to the BGL Share Data Pack for Hewison Private Wealth (Learn More).

Corporate Actions: The following Corporate Actions have been added:

  • Gold Road Resources Limited – 2.25 Gold Road shares for every 1 DGO share.
  • Valley Seas BidCo Pty Ltd and Laguna Bay Agricultural No 1 Pty Ltd acquired all of the issued shares in AS1 for $0.20 cash per AS1 share.

Plus, a notification has been added to advise Simple Fund 360 clients of an update to the instructions for the BHP In-Specie Dividend in connection with the Woodside Merger (Learn More).

Exclusive to Simple Fund 360

BGL's SMSF administration software solution

PAYG Payment Summary: Simple Fund 360 clients can now prepare and electronically lodge PAYG Payment Summary (PS) – Superannuation Income Stream and Superannuation Lump Sum forms through to the ATO (Learn More).

SuperStream Improvements: The following new features and improvements have been made to the SuperStream Dashboard in Simple Fund 360:

  • SuperStream contribution data can now be viewed.
  • The Superstream Summary Report can now be generated in Global View.
  • The SuperStream payment confirmation message can now be re-downloaded.

(Learn More)

Exclusive to Simple Invest 360

BGL's investment portfolio management software solution

Pay Dividends Screen: A new company year-end workflow is available, providing you with a dedicated screen to pay dividends to shareholders at year-end.

Want to learn more about Simple Invest 360, BGL’s end-to-end investment portfolio solution? Book a virtual meeting with BGL’s Simple Invest 360 Product Manager, Andrew Paszko – Book Meeting >>>

Plus, many more new features and improvements. Don’t forget to check out the full release notes and join the conversation on the BGL Community >>>

Previous months’ release notes can be found below:

Check out our Resources Hub!
We provide Simple Fund 360 and Simple Invest 360 users with a myriad of resources and services which can be found in the Resources Hub. The Resources Hub provides practical stuff to help you in your Simple Fund 360 and Simple Invest 360 journey. Visit Resources Hub >>>

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