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Simple Fund 360 and Simple Invest 360 Product Update – October 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, 25 October 2022, at 11:00 AEDT. Register Now!

Check out the full release notes and join the conversation in the BGL Community.

What's New?

Digital Signing: It is now possible to digitally sign custom documents created through the Reports screen. As a result, users of Simple Fund 360 and Simple Invest 360 can now create Report Packs that include digitally signable copies of Standard Reports, Letters and Minutes, Custom Documents and Reports, plus templates and documents produced outside of BGL. Learn More

Praemium Data Feed: The Praemium Data Feed file upgrade enables the support of foreign investment and currency transactions.

Broker Data Feed: A new broker, Alignment Capital (BR securities) is now supported by BGL’s Share Data Pack subscription add-on. Learn More

Corporate Actions: The following mergers have been added to Corporate Actions:

  • 12/09/2022 RD1
  • 20/09/2022 OKU
  • 21/09/2022 BRV
  • 26/09/2022 MYD
  • 27/09/2022 RAP

Entity Relationship Screen: It is now faster and easier to navigate the Entity Relationship screen and find contacts.

Address Search: It is now easier to search and find addresses already saved in Simple Fund 360.

Bank Feeds: The Adelaide Bank data feed now shows the latest ledger balance date, making it easy to reconcile imported transactions.

Exclusive to Simple Fund 360

BGL's SMSF administration software solution

Chart of Accounts: A total super balance (TSB) information note for limited recourse borrowing arrangements (LRBAs) has been added to the Chart of Accounts to prevent errors in recording the TSB in the SMSF Annual Return.

PAYG Amendments: A new Settings screen has been added for pay-as-you-go (PAYG) amendments to aid the set-up of death benefit payments and type of death benefit payments.

Exclusive to Simple Invest 360

BGL's investment portfolio management software solution

Company Tax Return: Simple Invest 360 now supports the preparation and export of the paper Company Tax Return. Electronic Lodgment will be available soon. Learn More

Share Trading Entities: Account 72300 – Derivatives (Options, Hybrids, Future Contracts) is now available for Share Trading Entities.

Want to learn more about BGL’s end-to-end investment portfolio solution, Simple Invest 360? Attend our live Discovery Webinar with Simple Invest 360 Product Manager Andrew Paszko on Wednesday, 26 October 2022, at 11:00 AEDT. Register Now!

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

Links to previous update release notes are 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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