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Trustee Edition

Intelligent, cloud-based SMSF software to streamline SMSF compliance management and administration.

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Gain more from your SMSF software

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

Artificial Intelligence

Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology.

Growing Ecosystem

Connect with 350+ Ecosystem partners and data feeds including banks, brokers, registries, actuaries, audit solutions, document providers and more!

Investment Tracking

Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day via the Engage App.

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.

Online Training

Access to the BGL Learning Channel (an online, self-paced training platform) is included as part of your Simple Fund 360 subscription.

Engage by BGL

Engage by BGL is a next-generation mobile app that will help you improve compliance and stay on top of your investment strategy on the go!

Features available:

  • Member Allocation Overview
  • Investment and Pensions Dashboards
  • Tracking of Contributions Limits

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 most efficient way to get bank data. 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 from Australian Brokers. Confirm quarterly holding balances with supported registries for unlimited HINs or SRNs.

Join over 5,500 clients managing 200,000+ funds!

Trustee Edition Pricing

$400excl. GST

For the first 12 Months, then $200 per annum for continued access
  • Administer 1 Fund
  • Bank Data Service
  • Share Data Pack
  • SelfWealth
  • On-Demand Training
  • 5 x Telephone Support Calls
  • 30 days money back guarantee
BUY NOW

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

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

Simple Fund 360 reduces unnecessary fees and gives me hands-on control of my Self-Managed Super. The Support Team have always provided a great service.

Ross Tomkins
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We partner with the best to deliver a superior experience.

Visit the help article for a full list of accounts available through the BGL Bank Data Service:

BankStatements powered by ILLION

Over 140 brokers are supported by Simple Fund 360. Visit the help article for a full listing: