Simple Fund 360 Trustee Edition


Australia’s leading cloud SMSF administration software solution.

Australia's preferred cloud-based SMSF trustee administration software

Gain incredible efficiency with Simple Fund 360, an award winning, robust double-entry general ledger, investment register and report generator specifically designed to meet the compliance needs of Self-Managed Super Funds (SMSFs).

A proactive approach to compliance

Simple Fund 360 works while you sleep, automatically processing your transactions overnight saving you time and money. With real-time access to accurate information, Simple Fund 360 makes it easy for you to monitor your balances, contribution caps, pension limits, performance and investment strategies.

Bank Data Service

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 Pack

Automatically upload buy and sell transactions (inc. PDFs) from all major Australian Brokers. Confirm quarterly holding balances with supported registries for unlimited HINs or SRNs.

The BGL Ecosystem

BGL’s open API allows us to build a significant ecosystem of integration partners for Simple Fund 360 and CAS 360. Currently, BGL has 300+ integration partners.

Automated Data Feeds

  • Bank Data
  • Contract Note Data
  • Registry Data
  • Corporate Actions
  • ASX & Managed Fund Data
  • International Share Price Data

3rd Party Integration

  • Actuary Certificates
  • Auditors & Audit Apps
  • Documents & Deeds
  • SuperStream Gateway
  • Wraps & Platforms
  • Property Valuations

Gain more from your SMSF software

Migration

BGL Simple Fund Desktop has a free migration utility that allows you to migrate all of your valuable SMSF data, documents and services to Simple Fund 360.

Online Training

The BGL Learning Channel (an online, self-paced training platform) is free for the first 12 months of your Simple Fund 360 subscription.

Support

The Simple Fund 360 Trustee Edition package includes 5 x telephone support calls (annually) with our tertiary-qualified support team.

SelfWealth

The Simple Fund 360 Trustee Edition package includes free access to SelfWealth; an online community for DIY investors. Learn More >>>

Compliance Guarantee

BGL's 20+ years of experience developing industry leading SMSF administration software ensures you always comply with the ever changing SMSF laws.

Money Back Guarantee

If you’re not happy with your Simple Fund 360 Trustee Edition package, tell us within 30 days and we’ll give you your money back.

What our SMSF trustees are saying

“This new BGL (Simple Fund 360) must really make the accountants nervous, as I think it is fully possible to lodge my return with just an auditor’s report. Saving me a fortune!! So pleased.”

Julie Gilbert

“Time saving.... love the whole concept of Simple Fund in the cloud. Transactions updated, Software updated and not cluttering my machine, reports generated easily... really good stuff.”

Mick Sheridan

“Great work, well done ! I am a Trustee, who is not an accountant. I attend to every detail in the administration of our SMSF, including preparation of documentation and submission to our Auditor. The Audit passed without a hitch ! BGL (Simple Fund) 360 reduces unnecessary fees and gives me a real opportunity to have hands on control of my Self-Managed Super. Your Support Team have always provided a great service and the Help manual is very useful. Again well done and thank you and your team for the support. I have recommended BGL (Simple Fund ) 360 to friends.”

Ross Tomkins

See Simple Fund 360 in action

Your Investment

INITIAL PURCHASE FEE

$400

ex. GST

FOR 12 MONTHS ACCESS TO:

Administer 1 Fund

5 x Telephone Support Calls

BUY NOW

ANNUAL RENEWAL FEE

$200

ex. GST

PER ANNUM FOR CONTINUED ACCESS TO:

Administer 1 Fund

5 x Telephone Support Calls

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 you your money back.