
The Simple Invest 360 Training Week features five days of live, expert-led, 30-minute online training sessions covering key product features, tips and best practices.
The Simple Invest 360 Training Week features five days of live, expert-led, 30-minute online training sessions covering key product features, tips and best practices.
This integration eliminates manual and duplicate data entry across platforms, saves valuable time, ensures data accuracy and minimises clerical errors.
BGL will increase its Simple Fund 360 and Simple Invest 360 software subscriptions from 1 July 2025.
It has been 2 years since the last Simple Fund 360 subscription increase on 30 June 2023 and 6 years since the Bank Data and Share Data Pack Add-Ons Subscription Increase on 1 July 2019. This is the first Simple Invest 360 fee increase since its launch in 2021.
During this time, our team has worked tirelessly to improve your software and deliver even greater value to your business. With update releases every 3 weeks, we’ve introduced hundreds of new features, enhancements and compliance changes to keep you ahead. Including:
The below Simple Fund 360 and Simple Invest 360 software subscription fee increases are effective from 1 July 2025.
Base Subscriptions
Simple Fund 360 Professional Edition |
Simple Invest 360 Professional Edition |
Subscription Add-Ons
Bank Data Service |
Share Data Pack |
We remain committed to delivering the best service, products and engagement to you and your business. These fee increases ensure we can continue delivering exceptional value and ongoing enhancements.
We appreciate your support and look forward to helping you succeed with Simple Fund 360 and Simple Invest 360.
For any questions regarding these changes, please contact your BGL Account Manager.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
Open Banking
BGL’s open banking integration with Skript is now available to all Simple Fund 360 and Simple Invest 360 clients. It provides BGL with a direct bank data feed from over 110 banks (all banks in Australia), including closed accounts, term deposits, loan accounts and transaction data from 2018. Learn More
BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, now processes ATO Business Activity Statements (BAS), extracting key details such as GST/PAYG amounts owed or refunded. If transactions are coded at the time of upload, BGL SmartDocs will automatically attach the BAS file to the corresponding transactions for seamless record-keeping. Learn More
New Data Feed
The new Wrap and Platform data feed with CFS Edge provides daily bank, investment movement and income transactions. Learn More
Journal Reversing Entries
Transaction Journals can now be set as Reversing Journals to be reversed at a future date. Learn More
Corporate Actions
2 new mergers have been added to Corporate Actions:
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
We’re excited to share the first Simple Fund 360 and Simple Invest 360 update for 2025!
BGLiD Identity Verification
Simple Fund 360 and Simple Invest 360 clients who sync their contacts with CAS 360 will now see the BGLiD verification status displayed in the Contact screen. Click here for instructions on how to synchronise your contact database.
Consolidated Reporting
The Consolidated Reporting screen can now combine investment, tax and financial data across multiple entities into one Consolidated Investment Report with a customisable layout. Learn More
Entity Dashboard
An entity’s ABN is now automatically validated using the ABR Lookup to ensure the ABN is active and that the GST status matches the entity’s details. Learn More
Corporate Actions
2 new mergers have been added to Corporate Actions:
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
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 update!
Global Audit Management
A new Global Audit View is now available to track audits at a firm level and display analytics on their progress. Learn More
Open Banking (Closed Beta)
BGL’s open banking integration with Skript provides Simple Fund 360 and Simple Invest 360 with direct data feeds from over 110 banks (all banks in Australia), closed accounts, term deposits and loan accounts. To request beta access, email [email protected].
Transaction Recode (Open Beta)
The new Transaction Recode screen is now available to all users with access to the Transaction Recode user role. It supports the re-coding of all Investment transactions as well as select income, expense, asset and liability transactions. Learn More
Custom Form Status
A custom status can now be added to SMSF Annual Returns, BAS and IAS forms. Learn More
Entity Relationships
A new Copy All Emails function in the Entity Relationships screen provides quick copying of all contact email addresses to a clipboard or an email. Learn More
Documents
A Digital Signing Audit Report is now available for download in the Documents screen. The signing providers (FuseSign, DocuSign and Adobe Sign) issue these reports to certify digital signatures with signer details like identity, IP address and more. Learn More
Smart Reports
The Smart Reports period dropdown now has new “Year to Date” and “Since Inception” options. Learn More
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
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 update!
Contract Notes Service
A new Contract Notes transaction export has been introduced to make transaction analysis and reconciliation easier. Learn More
Document Uploader Widget
In the Documents screen, when a folder is selected from the left-hand side list, uploading a document via the new widget will automatically prefill the respective folder name. Learn More
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
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
AuditCover Integration
The integration with tax audit insurance provider AuditCover allows Simple Fund 360 clients to offer their SMSF clients an option for cover against unexpected accounting fees when responding to tax audits. With AuditCover, your clients hold their own policy so that admin is minimal and renewals are automated. Learn More
This feature is exclusively available in Simple Fund 360.
Macquarie Account
The Open New Macquarie Account feature initiates the account opening process at Macquarie with prefilled information, making it more streamlined and efficient. Learn More
Wind Up Wizard
The new Wind Up Wizard provides a step-by-step process for winding up a fund and managing SuperStream payments. Learn More
This feature is exclusively available in Simple Fund 360.
Trust Income Schedule
A new CSV import feature enables the bulk import of schedules without modifying transactions. Learn More
Investment Income Generation
The new Investment Income Generation feature assists in capturing income for all entity types where a bank feed is not available. Learn More
Feed Management
A new Registry HIN/SRN Report feature provides an export of HIN/SRN and postcode information for investments across all entities. Learn More
BGL SmartDocs – Unmatched Transactions
BGL SmartDocs now extracts data from ASIC invoices and council rates. When an ASIC or Council Rates transaction has a relevant document attached, BGL SmartDocs will now automatically locate the document and display it in the Smart Matching screen. Learn More
BGL SmartDocs – Coded Transactions
As BGL SmartDocs now extracts data from ASIC Invoices and Council Rates notices, when a document is uploaded after a transaction has been coded, BGL SmartDocs automatically attaches the document to the transaction. These files will also seamlessly flow into the Accounting Workpapers. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
SIH: 14/08/2024
PGL: 02/08/2024
ALU: 02/08/2024
AWC: 02/08/2024
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
“We are excited to welcome Digital Rapport to the BGL Ecosystem,” said BGL’s Chief Executive Officer, Daniel Tramontana. “This integration will help accountants communicate more efficiently and effectively with their SMSF clients. Likewise, it will help trustees better understand their financial data and engage in a meaningful way.”
Digital Rapport revolutionises client-accountant communication by creating AI-powered, data-driven videos. This automation enhances engagement with easy to understand visual reporting. The integration connects Digital Rapport with BGL’s award-winning SMSF administration software, Simple Fund 360, via BGL’s free open API.
David Cowling, CEO and Founder at Digital Rapport said: “The integration of Digital Rapport with Simple Fund 360 is a game changer for how trustees consume and engage with their financial information. Being an agile and engaging tool, video enhances how accountants report financials to trustees. With seamless data integration, accountants can create a 2-3 minute AI-driven video, narrated in their AI voice, to deliver key highlights of SMSF fund performance. These videos take just minutes to create, are customised with a firm’s unique branding and showcase crucial financial data in a dynamic and easily digestible format.”
Brad Wilkinson, Head of Ecosystem at BGL, said: “This collaboration underscores our commitment to leveraging innovative technologies to enhance the services available to our clients, enabling them to deliver superior service and insights to SMSF trustees”.
Digital Rapport is a proud sponsor of BGL REGTECH 2024, Australia’s premier accounting technology event taking place in Adelaide (14/08), Perth (15/08), Brisbane (21/08), Sydney (22/08), Hobart (27/08) and Melbourne (29/08). Register for free today and visit the Digital Rapport team at their exhibition stand.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates, which include the 2024 Trust and Company Income Tax Returns!
2024 Income Tax Returns: This release supports the 2024 Trust and Company Tax Returns with updates to the PDFs and the Simple Invest 360 user interface.
New ATO Trust Income Schedule: From the 2024 income year, entities receiving 1 or more distributions from trusts (including ETFs, managed funds, and stapled securities) must complete and attach a Trust Income Schedule to the tax return. Simple Invest 360 will automatically populate this as part of the year-end process.
Tax Component Fields: New tax component fields have been added in the following areas:
Previous Year Figures: The option to display the prior year’s tax return detail is now available.
2024 Trust Tax Return: 6 additional Capital Gains labels have been added to the Statement of Distribution section of the tax return. New fields have also been added to accommodate the small business energy incentive.
2024 Company Tax Return: New fields have been added to accommodate the small business energy incentive and digital games tax offset.
The above 2024 Trust and Company tax time updates are exclusively available in Simple Invest 360.
2024 SMSF Annual Return
The ability to export the 2024 SMSF Annual Return to other tax lodgment platforms is now available. Integrated platforms include:
Xero – Read export instructions
LodgeIT – Read export instructions
New and Updated Reports
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
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