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Complete Accounting, Investment and Tax Software

With powerful automation and AI-powered technologies. Plus, seamless preparation and electronic lodgment of trust and company tax returns.

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Feature Highlights

Simplify tax accounting for trusts, companies, and individuals with the time-saving features in Simple Invest 360!

Tax Structures

Manage companies, trusts and individuals in one easy-to-use platform through double-entry accounting with a unified set of financials and CGT records.

Investment Types

Support all investment types, including shares, property, managed funds, ETFs, cryptocurrency and metals such as gold.

Tax Returns

Prepare and electronically lodge Trust and Company Tax Returns with associated schedules to the ATO.

Advanced Profit Distribution

Automatically calculate accounting and tax components available for distribution and streaming to beneficiaries.

Accounting Workpapers

Automate a complete set of accounting workpapers. Easily upload documents, track workflow, and send entities for review.

Consolidated Reporting

Combine investment, tax and financial data across multiple entities into one consolidated view. 

Division 7A Calculator

Create and manage Division 7A loans for any entity. Calculate interest payments and minimum repayments using ATO rates and keep track of running balances. 

Practice Management Integration

Efficiently manage client and contact data across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and your practice management software) in a single database.

Digital Signing Integration

Streamline trust declarations and minutes and have them digitally signed using Adobe Sign, DocuSign, FuseSign or PleaseSign.

We partner with the best to deliver a seamless and connected experience

Success Stories

It is impossible not to save time using Simple Invest 360. Click here to read our client success stories. 

“The input of source information has many different options you can use. It is impossible not to save time with Simple Invest 360.”

Linda Humphries
Clarke & Brownrigg

“Simple Invest 360 is a ‘game-changer’ in terms of time-saving, cost efficiencies and overall administrative cohesion across both of our core divisions.”

Brett Jackson
Lantana Private Wealth

“Tax compliance (income tax and CGT) and performance reporting at a relatively cost effective price.”

Michael Kingston
Kingston Financial Pty Limited

“Easy to use cloud base software with smart transactions matching, great for keeping CGT records. "Live" portfolio reports and review function to keep you up to date with your current investments, projected CGT and tax planning.”

Olga Petrovskaya
Sinclair Wilson

“Makes it easy to track shares and dividends especially when clients may not supply all of the documentation you can reconstruct history. Quickly do CGT calcs and reports.”

Amber Williams
Trident Business Group