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Simple Fund 360 and Simple Invest 360 Update – 30 November 2023

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.

Join Jeevan Tokhi, Head of Simple Fund 360, and special guest Aaron Dunn, CEO and Co-founder of Smarter SMSF, for a webinar on Tuesday 19 December 2023 at 11:00 AEDT, as we highlight the most exciting feature releases of 2023. Register Now

Join the conversation in the Simple Fund 360 and Simple Invest 360 online communities.

What’s new in Simple Fund 360 and Simple Invest 360

Property Dashboard: BGL now integrates with CBRE to provide clients with seamless access to property valuation services that meet SMSF audit requirements across residential, commercial and agribusiness assets. Learn More 

Cash Flow Analytics: A new analytics dashboard has been created to display bank balances versus minimum/maximum targets, cash in/out by month and cash flow from investment income for SMSFs, trusts and companies. Learn More 

Custom Reports: Custom Reports now support 3 new mail merge fields for Business Activity Statements (BAS) and Instalment Activity Statements (IAS):

  • Period end date
  • Due date
  • Refund/Liability

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

  • AQS: 16 October 2023
  • CBR: 6 November 2023
  • ESS: 7 November 2023
  • ACB: 8 November 2023
  • NCM: 8 November 2023

Workpapers: An N/A option has been added to all the standard checklists in Accounting Workpapers. This is ideal for items not required to be checked for the entity. Learn More 

Workflow: The Entities screen now supports sorting by entity code and filtering by multiple labels. Also, changing the status of a Job to Complete will now automatically complete all tasks for that job. Learn More 

Exclusive to Simple Fund 360

BGL's complete SMSF administration software

Fund Transfers: The fund transfer process now allows for the export of Workpapers. This is optional and can be turned off if required. Learn More 

Plus, many more new features and improvements. Remember to check out the full release notes in the Simple Fund 360 / Simple Invest 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! 

Jeevan Tokhi
Head of Simple Fund 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn


Author BGLCorp

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