Simple Fund 360

"My experience with BGL has been really great with very
helpful staff members and clear manual instructions!"
Andrew Correll, Jonathan Hooper Chartered Accountant

The preferred SMSF software of over 4,300 firms

Gain incredible efficiencies with Australia’s most technically advanced SMSF software solution with
AI inspired, sophisticated data matching, highly intelligent corporate actions and big data.

Game changing features

Here are some of the features that make Simple Fund 360 the most

technically advanced SMSF software solution in the industry.

Intelligent Automation

Eliminate hours of manual processing with BGL SmartPost III,
our zero touch transaction matching technology.

Integration

Connect with over 200 integration partners including banks, brokers,
wrap accounts, registries, actuary and document providers and
practice management solutions through BGL’s open API.

Big Data Analytics

Identify potential compliance breaches at a glance by
filtering data across your entire database in seconds.

Corporate Actions Notifications

The Corporate Actions Dashboard will alert you to which ASX Corporate
Actions have taken place during the year and provide the required
calculations and data to process these in just a few clicks.

BGL Bank Data (Add-on)

The Bank Data Service is the most efficient way to get
bank data for Simple Fund 360. This Service allows you
to fully automate the flow of bank data from all major
banks directly into Simple Fund 360.

Pricing

BGL Share Data Pack (Add-on)

The Share Data Pack includes BGL’s Contract Note and Registry Data Services.

The Contract Note Service will automatically upload buy and sell transactions
(including PDFs) to Simple Fund 360 from all major Australian Brokers

The Registry Data Service confirms quarterly holding balances with
supported registries for unlimited HINs or SRNs.

Pricing

BGL + XERO

An update to contact/client details in CAS 360 or
Xero Practice Manager will automatically update
contact details in Simple Fund 360.

Learn More

Industry leading connectivity

Connect with over 200 integration partners with our SMSF software

Full List

Artificial Intelligence (AI) Assistant

The AI Assistant uses Deep Learning algorithms to review bank transactions and attempts to locate any possible user or rule based coding errors and recommends coding corrections.

This tool can be used, for example, during the pre-audit phase to locate outliers, improve processing consistency and reduce the time it currently takes to prepare a fund for Audit.

SEE IT IN ACTION!

Add-Ons

BANK DATA

The Bank Data Service is the most efficient way to get bank data for Simple Fund 360. This Service allows you to fully automate the flow of bank data from all major banks directly into Simple Fund 360.

SHARE DATA

The Contract Note Service will automatically upload buy and sell transactions (PDFs) to Simple Fund 360 from all major Australian Brokers. The Registry Data Service confirms quarterly holding balances with supported registries for unlimited HINs or SRNs.

Your investment

Customise your SMSF software package by adding on the

Bank Data and Share Data Pack to your professional subscription.

PROFESSIONAL

$90.00

ex. GST

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited users

Unlimited support

12 months free access to
the BGL Learning Channel

ADD-ON

BANK DATA

$40.00

ex. GST

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited bank accounts

Unlimited transactions

ADD-ON

SHARE DATA PACK

$40.00

ex. GST

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited contract notes

Quarterly registry data requests

All prices are in Australian dollars and exclude GST.
Monthly billing is available for clients with 25+ funds. Volume pricing available for clients with 250+ funds.
Our Guarantee: If you’re not happy with your BGL product, tell us within 30 days and we’ll give you your money back.

Simple Migration

SMSF Software

Are you new to BGL?

If you are using another SMSF administration
package, our dedicated team can convert your
data to Simple Fund 360.

SMSF Software

Are you an existing client?

Use our migration utility to migrate all of your valuable data,
documents and services from Simple Fund Desktop to
Simple Fund 360. Not enough hours in the day?
Ask about our Assisted Migration Service!

Anytime, anywhere learning

The BGL Learning Channel is an on-demand, self-paced training platform where Simple Fund 360 users can complete courses
online. The BGL Learning Channel is FREE for the first
12 months of your subscription.

Learn More

Have Enquiries?

Contact Us