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.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
Sidebar Menu
A new and optional menu is available for Simple Fund 360 and Simple Invest 360 based on analytics and users’ workflows. You can keep the current sidebar menu if you like or try the new one. Learn More
Consolidated Reporting
User roles have been updated to include a view-only access status and another that allows both view and edit permissions. Learn More
Corporate Actions
The PMV and MYR calculators and instructions have been added. The SUN return of capital has been updated to include special dividends. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
LVH: 3 March 2025
RHK: 27 February 2025
HPI: 4 March 2025
LTM: 16 March 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
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!
Document Re-sync
In Simple Fund 360 and Simple Invest 360, documents are automatically attached when you allocate or update transactions using previously uploaded files. To reprocess all documents, go to the Documents screen and click Re-sync to link any matching transactions instantly. Learn More
BGL SmartDocs
ATO BAS Statements will now be automatically identified and previewed in Smart Matching whenever relevant transactions are detected. Learn More
Property Dashboard
Manage all properties at the entity or firm level with the new Property Dashboard. View expenses, income, valuations, net rent and related documents in one place. Additionally, store lease details and order property valuations seamlessly. Learn More
New Report
Asset Allocation by Investment Account report displays investments in a pie chart based on the control account. Learn More
Corporate Actions
5 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
BGL offers its expert insights on the upcoming Transfer Balance Cap (TBC) increase and its implications for SMSF professionals and trustees.
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 CAS 360 update for 2025!
Contents
Trust Listing Report
A new Report Settings tab has been introduced to manage the increasing number of columns in the Trust Listing Report. This feature allows users to control which columns are visible. Learn More
Trusts
The Other Details tab in Trust Details now has a Client Reference Number field. This field will also appear in the Trust Report and Trust Selection screen. Learn More
Shareholders Register
The following enhancements have been made to the Shareholders Register:
The Register of Shareholders report will now be prepared in date order instead of alphabetical order.
A new toggle option allows the Register to be prepared with or without Beneficial Owners.
New Contact Address
Following the passing of the ACRA (Registry and Regulatory Enhancements) Bill on 2 July 2024, CAS 360 now supports the ACRA Contact Address. This update helps better protect residential addresses filed with the Registrar. Learn More
Multiple Company Contact Details Change
CAS 360 now supports multiple company contact details changes for Hong Kong companies. Learn More
Comparison Report
The Companies House Comparison Report is now available in CAS 360. This report empowers users to quickly compare their company data in CAS 360 with the live data from Companies House at the click of a button. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
Warren Renden
General Manager – CAS 360, BGLiD and UK
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
BGL Masterclass 2025 offers new and experienced BGL clients the chance to advance their CAS 360, Simple Fund 360 and Simple Invest 360 software expertise.
© 2025 BGL Corporate Solutions Pty Ltd.
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