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BGLCorp

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
Connect with me on LinkedIn

Simple Fund 360 and Simple Invest 360 Product Update – 22 May 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?

2025 SMSF Annual Return – Now Available!

We are excited to announce that Simple Fund 360 has been updated to support the 2025 SMSF Annual Return and associated tax changes. Please note the following:

  • Annual Returns can be generated for SMSF wind-ups processed for the 2025 financial year.
  • The Income Tax (85000) account reflects data for the 2025/2026 financial year.

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Macquarie CMA and Accelerator Bank Statements

Clients subscribing to Macquarie CMA and Accelerator using the BGL Bank Data Service will now have bank statements automatically imported into the software. The import will take place 2 times per year, covering:

  • 1 January – 30 June
  • 1 July – 31 December

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AI Assistant

The team has now released the beta version of our BGL AI Assistant and ATO bots to all our Simple Fund 360 and Simple Invest 360 clients. Although still in its infancy, the new AI assistant is a powerful addition to our incredible suite of products. Learn More

Request Matching 
A new Request Matching button has been added to the Transaction List screen. This new feature will allow users to re-request Smart Matching for transactions that were previously unable to be matched. Learn More

Corporate Actions

3 new mergers have been added to Corporate Actions:

  • SGF: 30 April 2025
  • BTH: 23 April 2025
  • MXR: 9 April 2025

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