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BGL Update

Simple Fund 360 and Simple Invest 360 Product Update – 09 April 2026

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?

Automic Group Registry Data

The integration with Automic Group enables BGL to retrieve quarterly holding balances and automatically download dividend, distribution and AMMA statements into the Document and Workpapers screens.

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SmartDocs – Bank Statement

Bank statement processing in Fast Data Entry now supports a wider range of transaction formats and improves account name recognition, resulting in greater accuracy in the Documents screen.

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Asgard to BT Panorama Migration

The migration of Asgard accounts to BT Panorama is now complete in Simple Fund 360 and Simple Invest 360. Asgard will continue to provide the final annual distribution and income tax data for the 2026 financial year. This is typically received by October, after which the data feed will be deactivated.

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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

April 9, 2026
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Simple Fund 360 and Simple Invest 360 Product Update – 05 February 2026

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?

Computershare Registry Data

Payment and DRP advice is now automatically imported, tagged and filed in Documents and Workpapers, reducing manual steps and eliminating the need to request Documents from Trustees.

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Strategy Builder 

BGL now integrates with Strategy Builder to simplify SMSF investment strategy for trustees and professionals, with guided tools that clearly document goals, risk and investment decisions.

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Macquarie Bank Statements Import

Macquarie Bank June 2025 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.

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Members Statement / Consolidated Members Statement

The Members Statement / Consolidated Members Statement have been updated to clearly distinguish between Tier 1 and Tier 2 beneficiaries listed under death benefit nominations.

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Sidebar Menu

The sidebar menu has been updated based on client feedback to improve usability and support a smoother workflow.

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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

February 10, 2026
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CAS 360 Product Update – 05 February 2026

By BGL Update, CAS 360No Comments

We’re excited to share the first CAS 360 update for 2026.

What's New?

Fresh New Look
BGL CAS 360 now features a refreshed user interface, making navigation simpler and everyday tasks faster.

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Annual Review
A new Billing Contact toggle has been added under Filter Columns in the Annual Review, Returns and Confirmation statement screens.

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BGLiD Biometric Scanning
A pass/fail biometric scanning status is now available for Contacts, with additional details shown in a popover.

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BGLiD Messages
Contact names in the BGLiD Messages screen are now clickable links that open the Contact’s Compliance tab.

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BGLiD ID Verification
ID verification requests and resend actions now support selecting an alternate recipient email address.

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February 10, 2026
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