BGL is proud to announce integration of Superfund Property Valuations (SPVals) into BGL Simple Fund 360 as a new valuation partner.
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.
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.
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.
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.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E:Â [email protected]Â | P: 1300 654 401
Connect with me on LinkedIn
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 BuilderÂ
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:Â [email protected]Â | 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.
© 2026 BGL Corporate Solutions Pty Ltd.
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