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Simple Fund 360 and Simple Invest 360 Product Update – 22 February 2024

What's New?

AI Report Review and Analysis
Leveraging generative AI technology with capabilities similar to those found in ChatGPT, the AI assistant will analyse the Balance Sheet, Operating Statement and Cash Flow Statement to provide insights and predictive analysis to drive strategic decision-making, view trends and identify opportunities for your clients. Learn More

Smart Reports
The Operating Statement, Statement of Financial Position and Statement of Cash Flows reports are now available with a dedicated live view with both summary and detailed display options. This feature also allows clients to quickly compare up to 5 periods and click through to the underlying transactions. Learn More

Depreciation Reports
BGL has integrated with Tax Depreciation Australia to provide the ability to order depreciation reports for Residential Properties, Commercial Offices, Commercial Retail, Commercial Warehouse, Agricultural Properties, Hotels, Motels, Medical Centres, Childcare Centres, Pubs and Clubs. Learn More


Audit Management
Several updates have been made to streamline the SMSF audit process, including the auto-creation of audit records and improvements to warning messages in the SMSF Annual Return. Learn More

These audit enhancements are exclusively available in Simple Fund 360.

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

  • TMT: 2 February 2024

  • AKE: 5 January 2024

  • ASW: 21 December 2023

  • TPD: 28 December 2023

Analytical Insights
The Insights Dashboard will now display global contributions and pension data for the 2023 and 2024 financial years, streamlining the planning process for 2024 accounts. Learn More

Suggested Transactions
Suspended and unallocated transactions are now visible in the ‘Suggested Transactions’ section in the PDF preview on the Documents screen. Previously, only allocated transactions were suggested and displayed. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
Head of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn


Author BGLCorp

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