Empowering SMSF Professionals
Simple Fund 360 will empower you and your firm to go beyond data entry and grow your SMSF business with its innovative technology and AI-powered solutions.
Engage directly with your clients by email or SMS to retrieve transaction information in Simple Fund 360, including any supporting documents.
Be automatically notified of which ASX Corporate Actions have taken place during the year and process these with just a few mouse clicks.
A global screen allowing you to generate and track TBAR files. Plus, prepare the TBAR file for multiple members across all funds and lodge via the ATO Portal.
Quickly and easily identify potential SMSF compliance breaches at a glance by filtering fund data across your entire database in seconds.
Annual Tax Statement Tool
Simplify end of the year processing when entering your annual tax statements by automating the generation of distribution tax components.
Transfer funds from one Simple Fund 360 subscription to another with a few mouse clicks. Move across all fund details and full transaction history.
Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology.
Xero App Certified Partner
Sync your Simple Fund 360 and Xero Practice Manager contacts and receive real time alerts from Simple Fund 360 into your Xero HQ activity dashboard.
Connect with 350+ Ecosystem partners and data feeds including banks, brokers, registries, actuaries, audit solutions, document providers and more!
Engage by BGL
Engage by BGL is a next generation mobile app that will make your SMSF business stand out from the crowd by helping you to better engage with your clients!
- Member Allocation Overview
- Investment and Pensions Dashboards
- Tracking of Contributions Limits
- Trustee Query for easy communication with clients
Join over 5,500 clients managing 200,000+ funds!
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*Bank Data Pack allows you to fully automate the flow of data from all major banks directly into Simple Fund 360.
*Share Data Pack allows you to automatically upload buy and sell transactions from all major Australian Brokers.
We partner with the best to deliver a superior experience.
- Actuary Certificates
- Bank Data
- Documents & Incorporations
- Estate Planning + Insurance
- Market Price Data
- Practice Management
- SMSF Loans
- Wrap Platforms