BGL Simple Invest 360 was built to help accounting firms, advisers and administrators manage investment entities more efficiently through automation, connected data and streamlined workflows.
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The integration with Simple Fund 360 and Simple Invest 360 enables quarterly holding balances and dividend/distribution statements for ASX-listed securities to flow directly into Simple Fund 360 and Simple Invest 360, removing the need for registry logins and manual downloads.
With the addition of Automic Group, BGL clients have access to ownership and holding data for more than 2,280 ASX-listed companies and trusts, extending registry coverage for approximately 97% of the ASX.
“More than half of all SMSFs in Australia are administered using Simple Fund 360, so the scale of this truly matters” said BGL’s Chief Executive Officer, Daniel Tramontana. “We now have 97%+ registry coverage with data delivered automatically to our clients. This means less manual work, fewer errors and more time back for every accounting firm using our platform.”
“This integration addresses one of the most time-consuming tasks in SMSF administration” said BGL’s Chief Product Officer, Jeevan Tokhi. “For firms managing direct equities, collecting accurate holding data has traditionally required logging in to each share registry, downloading individual statements and manually reconciling balances each quarter. BGL clients no longer need to do this tedious task.”
“BGL serves over 50% of the businesses that administer SMSFs, so connecting with BGL made a lot of sense for us” said Automic Group’s Chief Commercial Officer, Richard Thomas. “Our proprietary, API-native platform enables seamless data flow without manual intervention, reducing errors and ultimately delivering a better experience for the end client.”
For BGL users, this integration provides:
- Automatic retrieval of quarterly holding balances for ASX securities
- Automatic delivery of dividend, distribution and AMMA statements into the Document and Workpapers screens
- Visibility of registry data alongside ledger balances in the Balance Review screen
- Support for unlimited HINs and SRNs per entity
- No disruption to existing workflows
Once connected using an entity’s HIN or SRN, BGL automatically retrieves holding data each quarter. For Registry Data subscribers, all available balances and statements for the 2026 financial year (July 2025 to June 2026) will be populated during April 2026.
For more information, please visit www.bglcorp.com.
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