November 2026

We are committed to continuously improving BGL Simple Fund 360 to help accounting firms, SMSF administrators and financial advisers work smarter, stay compliant and deliver better outcomes for their clients.

Since our last subscription price adjustment, we have delivered significant new features and enhancements across the platform. Here is a look at what we have been building.

Roni: AI Assistants built for SMSF professionals

The most significant development in Simple Fund 360 over the past two years has been the introduction and rapid expansion of Roni, our suite of AI Assistants built directly into the platform.

Roni now includes specialised assistants designed to save time and reduce manual effort across the most common SMSF administration tasks.

The Division 296 Tax Estimation Assistant helps firms model the tax impact of Division 296 for affected members in real time, including multi-year projections and structured client output, without requiring specialist modelling expertise.

The Global Member Balance Assistant delivers firm-wide member balance insights across 20 financial years in seconds, eliminating the need to open individual fund dashboards.

The AI Tax Validation Assistant provides ATO-sourced explanations for tax return errors and suggests fixes directly within the platform, reducing manual investigation time.

The BGL Support AI Assistant allows users to resolve software queries instantly by searching BGL’s full knowledge base, so help is always at hand without leaving Simple Fund 360 or Simple Invest 360.

The Financial Analytics Assistant gives users conversational access to balance sheet insights, operating statement trends and cash flow summaries for SMSFs, companies, trusts and individuals across both platforms.

The Global Investment Assistant delivers firm-wide investment balances and valuation trends across all entities and asset classes without requiring navigation through individual screens.

The ATO Assistant provides direct, searchable access to official ATO content and can convert regulatory guidance into client-ready documents without requiring manual browsing of ato.gov.au.

Together, these assistants have helped firms reduce the time spent on financial analysis and reporting by 83% compared with manual processes.

Workflow and compliance enhancements

We have continued investing in the core compliance and workflow capabilities that firms rely on every day.

The Activity Statements screen has been modernised with nine additional forms and amendment support, giving firms greater flexibility in managing client tax obligations. The Period Compliance screen streamlines the create entries process and the new Member Dashboard delivers a consolidated view of member information in one place.

For lodgment workflows, the ATO Dashboard and ATO Documents screen gives firms direct access to lodgment statistics, ATO correspondence and other documents, all allocatable to workpapers, without navigating the Tax Agent Portal. The planned Workpapers and ATO integration (2026/27 roadmap) will further extend this by enabling the direct download of data and documents from the ATO, including ITA and ICA balance transactions and outstanding lodgments.

The New Transaction Recode feature makes correcting transaction coding faster and more reliable, and the Wind Up Wizard simplifies the fund closure process.

Documents and data

Simple Fund 360 and Simple Invest 360 now automatically receive Macquarie and Registry documents, which are stored directly on the Documents screen and allocated to workpapers, eliminating the need to request documents from clients manually.

The Wrap Statement Extractor uses AI and OCR to automatically extract data from wrap platform statements and create transactions directly, eliminating manual interpretation and data entry. Annual Tax Statements from Wrap platforms will also soon be supported (2026/27 roadmap) for reading and processing within the platform.

Smart Reports introduces on-screen reporting with AI-driven analysis, moving beyond PDF-only report generation to provide firms with interactive, dynamic access to financial data.

The Property Dashboard replaces Excel-based tracking and manually created invoices with a consolidated dashboard covering property management, invoicing and valuations in one place.

New integrations and data feeds

Simple Fund 360 continues to grow its ecosystem with new integrations and data feeds. New integrations include the SMSF Property Valuations Integration, Automic Group Registry Data Integration, Coinstash Cryptocurrency Data Feed and Strategy Builder Integration, expanding automated data coverage across a wider range of asset types.

New and enhanced data feeds include the Selfwealth Wrap Feed (enhanced), Betashares Wrap and Platform Feed, Praemium (JBWere) Feed, Macquarie Bank Statements Import, Computershare Statement Import and Wrap Statement Extractor, reducing manual data entry and improving accuracy across the platforms most commonly used by BGL clients.

Strengthening identity verification

BGLiD enhancements within Simple Fund 360 include biometric scanning functionality to strengthen digital identity verification and the ability to request and securely store client ID documents directly within the platform.

What’s coming next

BGL’s roadmap for Simple Fund 360 and Simple Invest 360 includes two significant developments demonstrated at BGL REGTECH 2026.

Roni Matching will take transaction processing closer to zero-touch for accountants. Building on BGL’s existing AI transaction matching capability, which already auto-matches 34% of transactions and smart-matches a further 36%, Roni Matching will handle the remaining manual transactions by reading and parsing source documents directly into the system, processing and verifying transactions using multi-step reasoning, allocating amounts across accounts and members and submitting completed transactions directly.

Roni Workpaper will act as a junior accountant within the workpaper workflow, allocating documents to workpapers, checking source documents against the ledger, performing reconciliations, processing and completing checklists and providing a list of missing documents.

Both capabilities reflect BGL’s broader shift from AI that assists to AI that acts, embedding autonomous processing directly into the workflows where it matters most.

BGL’s roadmap also includes deeper ATO integration through Workpapers and continued automation to support compliance obligations under Payday Super and Division 296.

Thank you

We thank our Simple Fund 360 clients for their continued support and feedback. Your input shapes every release and drives us to keep building software that makes a real difference to your practice.

For more information, visit www.bglcorp.com or contact our team at 1300 654 401.