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.
Complete your year-end tax tasks in minutes with Simple Invest 360.
Investor Edition Pricing
Per entity, per annum
Plus a one-time $200 setup fee*
Maximum purchase of 3 entities
*Setup fee waived for existing Simple Fund 360 clients
- BGL Bank Data Service*
- BGL Share Data Pack**
- ASX, managed funds and international daily prices
- Corporate action data
- SelfWealth access
- Free on-demand training
- Regular automatic software updates
- ISO27001 certified for data protection and security
- Compliance guarantee
- Over 30 years of industry experience
- 30-day money-back guarantee
- No lock-in contracts
“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.”
“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.”
“Tax compliance (income tax and CGT) and performance reporting at a relatively cost effective price.”
“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.”
Hear from people just like you! Check out our case studies
Want to know more? Check out the TOP 50 Simple Invest 360 features
Want to see Simple Invest 360 in action? Check out our YouTube Channel
* BGL’s Bank Data Service allows clients to fully automate the flow of bank data from all major banks and many more, directly into Simple Invest 360.
** BGL’s Share Data Pack automatically uploads buy and sell transactions (including PDFs or contract/confirmation notes) to Simple Invest 360 from over 150 Australian Brokers. It also confirms quarterly holding balances with the 3 major registries; Boardroom, Computershare and Link Market (covering 98% of the Top 200 ASX companies) for unlimited HINs or SRNs.