Simple Fund 360 Trustee Edition

Australia’s leading cloud SMSF administration software solution.

SMSF Trustee Edition Simple Fund 360

Australia’s leading cloud SMSF trustee

administration software solution

Simple Fund 360 is the culmination BGL’s 20 years experience in producing Australia’s leading SMSF administration software solution, Simple Fund Desktop.

Administer your own SMSF

with Simple Fund 360

Simple Fund 360 is 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).

Why Simple Fund 360?

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 strategy for a proactive approach to compliance.

Simple Fund 360 vs Simple Fund Desktop
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Connect with almost 200 data feeds

and integration partners

Automated data feeds

Daily ASX & Managed Fund Data

Simple Fund 360’s daily automated ASX and Unlisted Unit Trust data provides up to date prices for automated investment revaluation

Bank Data

BGL’s Bank Data Service is the most efficient way of obtaining bank data for Simple Fund 360. You have the ability to fully automate the flow of bank data from all major banks directly into Simple Fund 360

Contract Note Data

BGL’s Contract Note Service will automatically upload buy and sell transactions (including PDFs or contract/confirmation notes) to SF360 from all major Australian Brokers

Registry Data

BGL’s Registry Data Service will confirm quarterly holding balances with supported registries for unlimited HINs or SRNs.

Corporate Actions

The Simple Fund 360 Corporate Actions Dashboard will alert you to which ASX Corporate Actions have taken place during the year and provide the required calculations and data to action these

International Share Price Data

International share codes and share prices for 30/06/2015 have been added for NYSE, NASDAQ and LSE (London) to the Securities screen for year end. The price added will be reported in AUD which is the foreign price multiplied by the RBA exchange rate

Integrate with 3rd party providers

Actuary Certificate Providers

Simple Fund 360 gives you the ability to request an Actuarial Certificate directly from the provider

Auditors

Improve the efficiency and collaboration in the auditing of your Self Managed Superannuation Fund

Document Providers

Populate your SMSF documents with the fund information you already have in Simple Fund 360

SuperStream

BGL has partnered with Australia Post to provide SuperStream services. Registration can be done directly through Simple Fund 360 free of charge

Wraps & Platforms

Daily data feeds from a wide range of financial institutions and platforms

Property Valuations

CoreLogic RP Data is a provider of property information including property revaluations for residential, commercial and rural properties

Say goodbye to IT problems!

Web browser access

Web browser access – Log in anywhere, anytime on any device 24/7!

No installation required

Hosted in the cloud, Simple Fund 360 requires no installation or server maintenance

Automated backups every 2-3 hours

BGL adheres to its best practice policies and procedures to prevent data loss, including regular system data back-ups (at least once every 2-3 hours)

Automated updates every 3-4 weeks

Simple Fund 360 is developed in 3-4 week sprints. This means you will see regular updates to the software. You do not need to perform any installations – just log in to view the changes

Invite unlimited users

Personalise each user experience with strict access controls. Invite your accountant, advisor, auditor and members to log in anywhere, any time on any device

Securely hosted in Australia by AWS

Simple Fund 360 is securely hosted in Australia with Amazon Web Services for enterprise scalability, reliability and security

PLUS you own the data. You can export all fund data and documents at any time for a period of 5 years after you cease your subscription

Gain more from your SMSF software

Migration

BGL's Simple Fund Desktop has a free, built-in data migration utility that will allow you to seamlessly migrate all of your valuable SMSF data, documents and services from Simple Fund Desktop to Simple Fund 360.

Training

All Simple Fund 360 Trustee Edition packages include a free 12 month subscription to the BGL Learning Channel; an on-demand, self-paced training platform where Simple Fund 360 users can complete short courses online.

Support

All Simple Fund 360 Trustee Edition packages include 5 x telephone support calls (annually). BGL employs tertiary-qualified support staff, who are professionally trained to deliver efficient and reliable client support.

SelfWealth

All Simple Fund 360 Trustee Edition packages include access to SelfWealth Basic; an online community for DIY investors, partnering to achieve the common purpose of better returns.

Compliance Guarantee

BGL's 20 years of experience developing and delivering 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 purchase, simply get in touch with us within 30 days and we’ll give you your money back.

Simplify your SMSF processing

Simple Fund 360 SMSF Trustee Edition is designed to remove unnecessary mouse clicks, eliminate hours of manual processing and increase your reporting accuracy.

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

“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

“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

Invest in your SMSF with BGL’s

Simple Fund 360 Trustee Edition

INITIAL PURCHASE FEE

$360.00

FOR 12 MONTHS ACCESS TO:

1 x fund

BGL’s Bank Data Service

BGL’s Contract Note Service

BGL’s Registry Data Service

5 x telephone support calls

ANNUAL RENEWAL FEE

$180.00

PER ANNUM FOR CONTINUED ACCESS TO:

1 x fund

BGL’s Bank Data Service

BGL’s Contract Note Service

BGL’s Registry Data Service

5 x telephone support calls (per annum)

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.