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
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
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 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.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 update!
Global Audit Management
A new Global Audit View is now available to track audits at a firm level and display analytics on their progress. Learn More
Open Banking (Closed Beta)
BGL’s open banking integration with Skript provides Simple Fund 360 and Simple Invest 360 with direct data feeds from over 110 banks (all banks in Australia), closed accounts, term deposits and loan accounts. To request beta access, email [email protected].
Transaction Recode (Open Beta)
The new Transaction Recode screen is now available to all users with access to the Transaction Recode user role. It supports the re-coding of all Investment transactions as well as select income, expense, asset and liability transactions. Learn More
Custom Form Status
A custom status can now be added to SMSF Annual Returns, BAS and IAS forms. Learn More
Entity Relationships
A new Copy All Emails function in the Entity Relationships screen provides quick copying of all contact email addresses to a clipboard or an email. Learn More
Documents
A Digital Signing Audit Report is now available for download in the Documents screen. The signing providers (FuseSign, DocuSign and Adobe Sign) issue these reports to certify digital signatures with signer details like identity, IP address and more. Learn More
Mobile View
A new mobile-friendly view is available for core functions, including logging in, setting and resetting multi-factor authentication (MFA) and passwords.
Smart Reports
The Smart Reports period dropdown now has new “Year to Date” and “Since Inception” options. Learn More
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 achieved an impressive rank of #13 in the Technology category and #83 overall on the AFR’s 2024 Most Innovative Companies list. This marks the 4th time in 6 years BGL has been included on the AFR list.
“This is a sensational achievement by the BGL team,” said BGL’s Founder and Director, Ron Lesh. “I’m incredibly proud of each and every team member for their hard work and passion for innovation.”
BGL’s 2024 AFR submission featured the BGL AI Assistant, the world’s first generative AI tool for financial analysis, transforming how BGL clients—accountants, administrators and advisors—interact with financial data, unlocking deep insights into SMSF, company and trust financial statements.
Integrated into BGL’s Simple Fund 360 and Simple Invest 360 software solutions, the BGL AI Assistant analyses balance sheets, operating statements and cash flow statements, delivering intelligent commentary, identifying trends, assessing financial strength, evaluating performance and highlighting any cash flow concerns and red flags. It enables BGL clients to unlock unprecedented insights regardless of their expertise, empowering them to make strategic decisions and optimise financial performance for their clients.
Additionally, the BGL AI Assistant enhances workflow efficiency by automatically generating suggested tasks from financial documents and allowing users to ask specific questions about the data.
“We’ve only just begun to tap into the potential of generative AI,” added Lesh. “There are even more exciting developments on the horizon and we can’t wait to continue driving innovation for our clients.”
Starting 30 September 2024, BGL Education offers expert training to help clients unlock the full potential of their CAS 360, Simple Fund 360 and/or Simple Invest 360 investment.
“We’re thrilled to launch BGL Education as part of our ongoing commitment to client education and support” says BGL’s Founder and Director, Ron Lesh. “Our goal is to have every BGL client feel confident and equipped to make the most of our products. Our experts will lead a series of short webinar courses to ensure clients can learn directly from BGL professionals and unlock the value of the BGL Suite.”
Daniel Tramontana, Chief Executive Officer at BGL, added, “At BGL, we know that client success is based on knowledge and skills. Education is not simply a training program; it’s an opportunity to provide our clients with the tools they need to navigate confidently in an evolving industry.”
BGL Education will run from 30 September 2024 to 18 October 2024 and deliver specialised training across BGL’s software solutions. It will start with Simple Fund 360 covering topics such as Pensions, Superstream and SMSF Essentials. This will be followed by Simple Invest 360 covering topics such as income streaming and Division 7A loans. Finally, CAS 360 will wrap up with a week of company compliance training featuring webinars on Trust Management, Annual Reviews and more.
For more information and to register for each webinar individually, please visit bglcorp.com/education.
© 2025 BGL Corporate Solutions Pty Ltd.
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