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?
Computershare Registry Data
Payment and DRP advice is now automatically imported, tagged and filed in Documents and Workpapers, reducing manual steps and eliminating the need to request Documents from Trustees.
Strategy Builder
BGL now integrates with Strategy Builder to simplify SMSF investment strategy for trustees and professionals, with guided tools that clearly document goals, risk and investment decisions.
Macquarie Bank Statements Import
Macquarie Bank June 2025 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.
Members Statement / Consolidated Members Statement
The Members Statement / Consolidated Members Statement have been updated to clearly distinguish between Tier 1 and Tier 2 beneficiaries listed under death benefit nominations.
Sidebar Menu
The sidebar menu has been updated based on client feedback to improve usability and support a smoother workflow.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
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