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Simple Fund 360 and Simple Invest 360 Product Update – 2 May 2024

By May 6, 2024May 7th, 2024BGL Update, Simple Fund 360, Simple Invest 360

What's New?

Member – Contributions
The Contribution Dashboards and Reports have been updated to reflect the increase in the concessional and non-concessional contribution caps effective from 1 July 2024. Learn More

Member – Pensions
The minimum pension payment factors have been adjusted for the 2024-25 financial year in Dashboards and Reports. Learn More

Fund Pension Policies – Reports
The Actuary Certificate received on the Fund Pension Policies screen can now be selected on the Reports screen for inclusion in report packs. Learn More

Firm Management – User Roles
A new authority has been added under the ‘Investment’ section, allowing non-admin users to delete balance records in the Balance Review screen. Learn More

Practice Management Integration – APS Contacts+
The BGL Suite and APS Contacts+ integration is now live. This two-way integration allows for efficient client and contact data management across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and APS Practice Management) in a single database. Learn More

Smart Matching – Account View
The Account View for each sub-level account will now be collapsed by default, with the addition of one-click refresh and expand/collapse all buttons. Plus, debits and credits are now separated into distinct columns for a clearer view. Learn More

Corporate Actions
Two mergers have been added to Corporate Actions:

  • DVR – 6 March 2024
  • WSP – 6 March 2024

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
General Manager 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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