Simple Fund 360

Australia’s leading cloud SMSF administration
software solution.

 

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

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The next generation cloud SMSF software solution

1,000’s of firms have relied upon BGL’s proven compliance software for decades. Now, it’s time to take your SMSF Administration to the next level with Simple Fund 360.

Game changing features

Here are the features that make the Simple Fund 360 experience seamless and engaging:

Intelligent automation

Zero touch bank and wrap data processing, ASX / UUT data feeds and processing of buys and sells.
Updated overnight for your convenience and then automatically match your transactions.

Corporate Actions

Corporate Actions are automatically created and processed with a simple click of a button.
Notification tab shows how many corporate actions needs attention, saving you time.

Contributions

Quickly check concessional and non-concessional contributions and how they are tracking against the cap.
Be proactive in your decision making process

Pensions

The Pension Dashboard provides real time Pension account information, including:

  • Pension Account Balances
  • Minimum amounts (and amount required to meet minimum payment)
  • Maximum amounts (and amount required to meet maximum payment)
  • Gross Drawdowns for the period
  • Pension Forecasts

This information is accessible from anywhere, anytime and on any device.

Big data

Drive SMSF insights, compliance and planning within seconds for real time decision making.

Efficiency & Accuracy

Spend more time dealing with the exceptions, not dealing with the data entry.
Become more efficient and proactive in the way you work.
The accountant doesn’t need to waste time chasing clients for data!

Transaction Matching

Transaction matching rules can either be applied to all funds or just one fund.
Rules can be applied retrospectively if there are outstanding non-matching transactions.

Designed to simplify your user experience

Simple Fund 360 is specially designed to remove unnecessary mouse clicks and increase your productivity in our SMSF software.

Industry leading connectivity

Connect with almost 200 data feeds with our SMSF software

Learn more

Your investment

Customise your SMSF software package by adding on Bank Data and Share data packs to your professional subscription.

PROFESSIONAL

$80.00

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited users

Unlimited support

3 months free access to
the BGL Learning Channel

ADD-ON

BANK DATA

$35.00

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited bank accounts

Unlimited transactions

ADD-ON

SHARE DATA PACK

$35.00

PER FUND, PER ANNUM

SOLD IN LOTS OF 5 FUNDS

Unlimited contract notes

Quarterly registry data requests

Volume pricing available for 250+ fund level subscriptions. Monthly billing available for 50+ fund level subscriptions.
All prices are in Australian dollars and exclude GST. If you’re not happy with your BGL product, get in touch with us within 30 days and we’ll give you your money back.

Migration made simple!

Are you new to BGL?

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

Are you an existing BGL 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!

Contact Us