Simple Fund 360 Archives | BGL Corporate Solutions Pty Ltd

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

By Jordan YeeBGL 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.

- Click here to check out the full release notes.
- Click here to join the conversation in the online community.

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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BGL responds to Division 296 uncertainty with AI-powered planning tools

By BGLCorpBGL Update, Simple Fund 360No Comments

BGL will highlight Division 296 as a key focus of its SMSF Roadmap at the 2026 SMSF Association National Conference.

February 16, 2026

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Simple Fund 360 and Simple Invest 360 Product Update – 05 February 2026

By BGLCorpBGL 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.

- Click here to check out the full release notes.
- Click here to join the conversation in the online community.

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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BGL announces BGL Masterclass 2026

By BGLCorpBGL SmartDocs 360, BGL Update, BGLiD, CAS 360, Simple Fund 360, Simple Invest 3602 Comments

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.

December 8, 2025

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BGL simplifies compliance with ATO document download feature

By BGLCorpBGL Update, Simple Fund 360, Simple Invest 360No Comments

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.

October 22, 2025

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BGL’s Simple Fund 360 now used by over 50% of SMSFs

By BGLCorpBGL Update, Simple Fund 360No Comments

BGL is proud to announce 327,000+ SMSFs, representing over 50% of all SMSFs are now managed on Simple Fund 360.

October 7, 2025

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BGL releases AI Assistant Roni to transform client experience

By BGLCorpBGL Update, CAS 360, Simple Fund 360, Simple Invest 360No Comments

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.

August 14, 2025

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BGL integrates with Coinstash

By BGLCorpBGL Update, Simple Fund 360, Simple Invest 360No Comments

BGL is proud to announce integration with Coinstash to simplify cryptocurrency transaction data processing for clients.

August 13, 2025

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BGL adds biometrics to BGLiD

By BGLCorpBGL Update, CAS 360, Simple Fund 360, Simple Invest 360No Comments

BGL has added biometric scanning to BGLiD to help clients prepare for changes in AML/KYC requirements.

July 23, 2025

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Simple Fund 360 and Simple Invest 360 Product Update – 03 July 2025

By BGLCorpBGL 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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