Empowering SMSF Professionals
Simple Fund 360 SMSF Software will empower you and your firm to go beyond data entry and grow your SMSF business with its innovative technology. By saving valuable time and resources, you will be able to focus on your client relationships, offer new services and ultimately become more competitive.
Securely access Simple Fund 360 on the cloud anywhere, anytime. Also, have confidence in our 99.9% service up-time.
Stay on top of ever-changing SMSF laws and cutting-edge technology with Simple Fund 360’s automatic software updates every 3 weeks!
Save hours of manual work with overnight processing of bank, broker, corporate action and dividend data. Plus, daily ASX/UUT prices provide up to date investment valuations.
Invite employees, clients, auditors, and advisers to access Simple Fund 360. And specify strict user access permissions.
Rest assured your valuable data is safe. Simple Fund 360 is hosted by Amazon Web Services (AWS) Australia with daily data back-ups, periodic security audits and MFA.
Getting started is easy with Simple Fund 360’s intuitive user interface and simple migration. You will also have access to extensive training, help and support resources.
Want to see Simple Fund 360 in action?
Time Saving Features
Engage directly with your clients by email or SMS to retrieve transaction information in Simple Fund 360, including any supporting documents.
Quickly and easily identify potential SMSF compliance breaches at a glance by filtering fund data across your entire database in seconds.
Be automatically notified of which ASX Corporate Actions have taken place during the year and process these in just a few clicks.
Work smarter, faster and with more accuracy with Simple Fund 360’s AI-powered smart transaction matching and review technology.
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.
Transfer funds from one Simple Fund 360 subscription to another with a few mouse clicks. Move across all fund details and full transaction history.
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.
Connect with 300+ partners and data feeds including actuaries, audit solutions and document providers.
How is Simple Fund 360 better than Simple Fund Desktop?
Your SMSF Software Investment
All prices are in Australian dollars and exclude GST. Our Guarantee: If you’re not happy with your BGL product, tell us within 30 days and we’ll give your money back.
What our clients are saying
Simple Fund 360 is Australia’s preferred SMSF software used by over 4,700 firms, administering over 180,000 self-managed superannuation funds.
I’m happy that we moved to Simple Fund 360 and CAS 360. Not only are our lives so much easier, but the team’s productivity is improved, and clients are getting a better service. If you’re still thinking about moving your SMSF clients over to Simple Fund 360, don’t be afraid, it will serve you and your clients well.Christine BensonSMSF Accountant at Poole Group
I see the future more as administration, compliance and advice rather than data entry. That is exactly where BGL’s software is going, so it fits into the mindset of the future. With Simple Fund 360, we are able to manage a high volume of funds and still have the opportunity to establish a consistent relationship with clients.Anthea WainmanSMSF Accountant at Galluccio Griggs
We switched over to BGL after we spoke to BGL at Xerocon 2016 and although it was a bit of a learning curve, we are loving it. I don't know how we would have made it through the Super changes in 2017 without BGL.Craig BruceAccountant at RAQ Pty Ltd
Simple Fund 360 is a wonderful product that has revolutionised the way that we perform our super fund compliance.Narelle CiprianoSMSF Specialist at Nickless Miller Meehans
It is so easy to use. Thought at first the data entry was clumsy and not as easy as desktop but as you learn to use Simple Fund 360 you see it's just different and with the smart matching it's just as easy. Support has been fantastic. Thank you BGL team.Christine LapkiwAccountant at Level One Chartered Accountants
I find the software easy to use, the online Help excellent and the Support Calls system manned by very good staff. They are polite, they listen and they try their best to get a solution as quickly as possible.Barbara CriddleBarbara And Graeme Superannuation Fund