We are excited to announce the latest update for Simple Fund 360 and Simple Invest 360! Click here to check out the full release notes.
Learn what’s new at our New Features Webinar on Tuesday 29 August 2023 at 11:00 AEST. Register Now!
Join the conversation in the new Simple Fund 360 and Simple Invest 360 online communities.
What’s new in Simple Fund 360 and Simple Invest 360
Property Dashboard: Custom property accounts can now be added to the Property Dashboard. The following reports have been updated to support custom property accounts:
BGL SmartDocs: Dividend statements, contract notes and supplier invoices will be automatically linked to coded transactions when uploaded to Simple Fund 360 or Simple Invest 360. Regardless of how documents are uploaded, these files will be automatically attached to the Transaction List and Workpapers. BGL will roll out this capability to more document types in future releases. Learn More
BGL SmartDocs: Low-confidence transaction matches by BGL SmartDocs will now be highlighted in the Documents screen. A review of these transaction matches will display a side panel with the suggested matched transactions. Users can then manually confirm and attach a document to the correct transaction. Learn More
BGL SmartDocs – Rental Statements: The following enhancements have been made to the BGL SmartDocs – Rental Statements feature:
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Pre-filled rental income and expense accounts can now be easily changed.
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Bank and suspense accounts can now be added to Rental Reconciliation.
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Custom property accounts can be selected from the chart of accounts.
Property Valuation Minute: The Reports screen now includes a new Property Valuation Minute report under Letters/Minutes. This report is fully customisable and will confirm the valuation date and amount of the property or properties held by a fund. Learn More
Mail merge fields: New custom mail merge fields for member name, balance per member, minimum pension payment factor, minimum pension payment per member and total fund balance have been added. Learn More
Corporate Actions: The following mergers have been added to the Corporate Actions screen:
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VTG.AX (22 June 2023)
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C6C.AX (22 June 2023)
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TUL.AX (04 July 2023)
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BST.AX (20 July 2023)
In addition, the following mFund code changes have been added:
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AOS01.AX changed to BOAR.AX (28 April 2023)
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AOS02.AX changed to DOAR.AX (28 April 2023)
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MIM01.AX changed to IOF01.AX (20 March 2023)
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MPS04.AX changed to MWS01.ax (20 March 2023)
Exclusive to Simple Fund 360
BGL's complete SMSF administration software
Audit Workpapers: The Audit Workpapers reports have been updated to support the 2023 financial year. Learn More
SuperStream: The following enhancements have been made to the SuperStream workflow:
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A “Payment due by date” reminder has been added to the payment instructions for Rollover Transaction Requests (RTR) and Release Authorities (RA).
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Rollover Transaction Request (RTR) checklists have been added to guide users through requesting a roll-out.
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All checklists for Rollovers and Release Authorities can now be printed.
TBAR Management: The TBAR file can now be re-prepared for events in the Lodged tab. Learn More
Exclusive to Simple Invest 360
BGL's complete accounting, investment and tax software
Compliance: Several enhancements have been made to accommodate the new Technology Investment Boost and Skills and Training Boost for small businesses including changes to tax labels, the Statement of Taxable Income, the Tax Return and the Tax Reconciliation Report for both Trusts and Companies, as well as the Distribute Profit screen and the Annual Tax Statement Report for Trusts only.
Chart of Accounts: Custom beneficiary accounts can now be added to the Beneficiaries screen. Learn More
Plus, many more new features and improvements. Remember to check out the full release notes on the Simple Fund 360 Online Help and join the conversation in the Simple Fund 360 and Simple Invest 360 online communities. Links to previous update release notes are below:
Stay tuned for future releases!
