20th March 2025

1. Re-sync document for transactions: Simple Fund 360 and Simple Invest 360 will automatically attach documents if users allocate or update transactions using previously uploaded documents. Simply navigate to the Documents screen and click the Re-sync button to process all documents again. If any transactions match a document, we’ll automatically attach them!

2. Smart Matching: SmartDocs now automatically suggests and previews ATO BAS statements in Smart Matching when matching transactions are located.

3. Property Dashboard: The brand new property dashboard allows you to easily manage all of your properties and an entity or firm level, displaying income, expenses, net rent and valuation data, and all related documents. In addition, Lease details can be stored, and Property Valuations can be ordered.

4. We’ve introduced a new Asset Allocation by Investment Account report that visually displays your investments using a pie chart, categorised by the control account.

5. We’ve added a new setting to the Consolidated Reporting "Asset Allocation" tab: "Group by control account." When enabled, this setting ensures the pie chart follows the same report logic as the Asset Allocation by Investment Account Pie Chart Report.

1. Company Tax Return - Label K in the Company tax Return now shows a list of transactions. (Simple Invest 360 only).
2. Corporate Actions - 5 new mergers added.
3. Corporate Actions - Add a direct link from Corporate Actions to Investment Income Generation.
4. Custom Reports - Add a new Merge field For member taxable component.
5. Digital Signing - Ability to generate a report pack where signatories have the same name but different email addresses.
6. Documents - Added a filter that allows users to view documents attached to transactions separately from those not connected to any transactions.
7. Investment Security List - Enhancements made to recall the last date setting selected by users for a more seamless experience.
8. Lodgement Declaration - update text from ‘myGovId’ to ‘myID’
9. Macquarie Wrap data feed - Handling transaction amount changes and enhancement to matching tolerance.
10. Reports - Distributed Gains amounts will now show in the Trustee Minute/Resolution report. (Simple Invest 360 only).
11. Reports - Updated the Declaration of Distribution report to support the profit distribution by taxable income option. (Simple Invest 360 only).
12. Smart Reports - A setting has been added to make comparison across periods easier.
13. Statement of Taxable Income - Users can now enter a multiple of the same type of tax adjustment (Simple Invest 360 only)
14. Selfwealth feed - The ANZ Bank Account for Selfwealth will be changed. The bank account changes will take place on 15th and 29th March 2025. BGL will update the relevant details to ensure the feed will work seamlessly after the change.

1. Beneficiaries - Fixed an issue in Simple Invest 360 where unit amounts were doubling up when re-saving.
2. Reports - Fixed an issue where the Unrealised Gains Report was showing fully disposed investments.
3. Reports - The Work Test Declaration has been changed to include non-concessional contributions for the 2021 FY and prior
4. Reports - The Management Letter has been updated to correct minor spelling errors.
5. Reports - Fixed an issue in Simple Invest 360 where special symbols in an address had caused issues with generating the Unit Holding Statement.
6. Transfer Balance Dashboard – Fixed an issue where the External TSB was not saving.

Errors Fixed