With powerful automation and AI-powered technologies. Plus, seamless preparation and electronic lodgment of trust and company tax returns.
- CGT record keeping for companies, individuals and trusts
- Prepare a complete set of financials, letters and minutes
- Prepare and lodge Trust and Company Tax Returns
- Consolidated reporting across family groups
- AI-powered document data extraction
- AI-powered transaction matching and review
Plus, integration with industry-leading practice management, digital signing, and document providers!
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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.”
“Simple Invest 360 is a ‘game-changer’ in terms of time-saving, cost efficiencies and overall administrative cohesion across both of our core divisions.”
“Tax compliance (income tax and CGT) and performance reporting at a relatively cost effective price.”
“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.”
“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.”
