Take control of your financial future with Simple Invest 360!
From automated data collection to tax return electronic lodgement, Simple Invest 360 is your end-to-end solution for managing and tracking your wealth portfolio.
View and manage your wealth portfolio anywhere, anytime.
Reduce manual data entry and simplify your administration processes.
Continuous flow of data
Track how your wealth portfolio is performing in real-time with up-to-date data.
Everything in one place
Eliminate duplicate data and discrepancies between platforms.
Share your wealth portfolio with trustees and your accountant or adviser.
No matter what your tax structure or investment type, Simple Invest 360 does it all.
- Track your investment performance and capital gains tax (CGT)
- Distribute profit to beneficiaries
- Prepare a full set of financials, letters and minutes
- Prepare and lodge the Trust Tax Return with the Australian Taxation Office (ATO)
All-in-one easy to use solution!
Everything you need in one place.
Simple Invest 360 is an integrated solution, connecting you to BGL’s CAS 360, Simple Fund 360, major registries, digital signing and document providers. Plus, over 350 data feeds including ASX / unlisted unit trust data, bank data, broker contract note data, and wrap account data.
Check out our full BGL Ecosystem.