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July 2025

Simple Fund 360 and Simple Invest 360 Product Update – 03 July 2025

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.

What's New?

AI Assistant

The team has released 2 new assistants for Simple Fund 360 and Simple Invest 360:

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Workpapers

Add calculations and notes directly to working papers with the latest built-in spreadsheet tool.

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ATO Interest

The Tax Payment/Instalment More Details Panel (for account 85000) has been updated on both the Transaction Screen and Smart Matching screen to capture ATO interest earned, ATO interest paid and ATO fines.

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Coinstash
BGL now integrates with Coinstash to automate cryptocurrency transaction data from SMSF, company, individual and trust portfolios.

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Property Dashboard

Creating and tracking invoices for investment properties is now supported in the Property Dashboard.

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Corporate Actions

1 new merger has been added to Corporate Actions:

  • DSE: 29 May 2025

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Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
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