BGL will highlight Division 296 as a key focus of its SMSF Roadmap at the 2026 SMSF Association National Conference.
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.
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.
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.
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.
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.
Sidebar Menu
The sidebar menu has been updated based on client feedback to improve usability and support a smoother workflow.
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 is proud to announce the launch of BGL Masterclass 2026, a national education event designed to help clients work smarter, simplify compliance and maximise the value of their BGL software.
BGL is proud to announce the release of an automatic secure download service for ATO correspondence and compliance documents directly into its Simple Fund 360 and Simple Invest 360 software.
BGL is proud to announce 327,000+ SMSFs, representing over 50% of all SMSFs are now managed on Simple Fund 360.
BGL is proud to announce the launch of its generative AI-powered assistant, Roni across it’s CAS 360, Simple Fund 360 and Simple Invest 360 solutions.
BGL is proud to announce integration with Coinstash to simplify cryptocurrency transaction data processing for clients.
BGL has added biometric scanning to BGLiD to help clients prepare for changes in AML/KYC requirements.
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.
AI Assistant
The team has released 2 new assistants for Simple Fund 360 and Simple Invest 360:
Workpapers
Add calculations and notes directly to working papers with the latest built-in spreadsheet tool.
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.
Coinstash
BGL now integrates with Coinstash to automate cryptocurrency transaction data from SMSF, company, individual and trust portfolios.
Property Dashboard
Creating and tracking invoices for investment properties is now supported in the Property Dashboard.
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 is proud to announce its partnership with LENSELL to deliver Diversiview to BGL clients.
© 2026 BGL Corporate Solutions Pty Ltd.
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